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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
William Beers (CRD# 2575239) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has over 29 years of experience in the finance industry.
Adam Bennett (CRD# 6213433) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Athens, PA and has over 10 years of experience in the finance industry.
Emil Bielecki (CRD# 1009898) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Endicott, NY and has over 42 years of experience in the finance industry.
Robert Bradley (CRD# 2153693) is an Investment Advisor Representative working at Lpl Financial LLC in Towanda, PA and has over 33 years of experience in the finance industry. Robert Bradley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jakob Brost (CRD# 7807772) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry.
Todd Brost (CRD# 5206988) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Todd Brost has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sarah Carr (CRD# 3252000) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Towanda, PA and has over 20 years of experience in the finance industry. Sarah Carr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Carr (CRD# 1669686) is an Investment Advisor Representative working at Mml Investors Services, LLC in Endicott, NY and has over 37 years of experience in the finance industry.
Michael Chambers (CRD# 1102715) is an Investment Advisor Representative working at Lpl Financial LLC in Nichols, NY and has over 39 years of experience in the finance industry.
Jill Chapman (CRD# 4604124) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 21 years of experience in the finance industry.