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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
Leslie Shepardson (CRD# 6572336) is an Investment Advisor Representative working at Prudential Financial Planning Services in New Hartford, NY and has over 8 years of experience in the finance industry.
Constance Smith (CRD# 5919298) is an Investment Advisor Representative working at Prudential Financial Planning Services in Utica, NY and has over 12 years of experience in the finance industry.
Joseph Speciale (CRD# 2815121) is an Investment Advisor Representative working at One Hopper Asset Management in Utica, NY and has over 26 years of experience in the finance industry.
Jacob Storsberg (CRD# 7240118) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Kyle Strife (CRD# 5726215) is an Investment Advisor Representative working at Eagle Strategies LLC in New Hartford, NY and has over 13 years of experience in the finance industry.
Elizabeth Tompkins (CRD# 6588675) is an Investment Advisor Representative working at Prudential Financial Planning Services in Oneida, NY and has over 8 years of experience in the finance industry.
Mary Anne Treen (CRD# 6485963) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 7 years of experience in the finance industry.
Sophia Tsoupelis (CRD# 6962127) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
John Turner (CRD# 6808144) is an Investment Advisor Representative working at Esi Financial Advisors in Herkimer, NY and has over 7 years of experience in the finance industry.
Mark Vacca (CRD# 2260630) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rome, NY and has over 31 years of experience in the finance industry.