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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
Kevin Porter (CRD# 2652928) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 28 years of experience in the finance industry.
Louis Ruize (CRD# 4523208) is an Investment Advisor Representative working at Valicenti Advisory Services Inc. in Elmira, NY and has 1 year of experience in the finance industry.
Christopher Saunders (CRD# 6041800) is an Investment Advisor Representative working at Prudential Financial Planning Services in Horseheads, NY and has over 12 years of experience in the finance industry.
Wesley Smith (CRD# 7729131) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has 1 year of experience in the finance industry.
Jay Sullivan (CRD# 4952831) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 19 years of experience in the finance industry.
Joseph Valicenti (CRD# 2788600) is an Investment Advisor Representative working at Valicenti Advisory Services Inc. in Elmira, NY and has 1 year of experience in the finance industry.
Elizabeth Walton (CRD# 2325571) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 30 years of experience in the finance industry.
Heather Wilbur (CRD# 5199618) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 8 years of experience in the finance industry.
Darren Wilcox (CRD# 5198727) 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. Darren Wilcox 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.
Peter Winnett (CRD# 3021771) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 22 years of experience in the finance industry. Peter Winnett 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.