-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Alan Chandler (CRD# 1920283) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sherrill, NY and has over 35 years of experience in the finance industry.
Kevin Conway (CRD# 6083918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 8 years of experience in the finance industry.
Schuyler Dombroske (CRD# 2630001) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 28 years of experience in the finance industry. Schuyler Dombroske 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.
Scott Duggleby (CRD# 2629908) is an Investment Advisor Representative working at Lpl Financial LLC in Oneida, NY and has over 28 years of experience in the finance industry.
Jon Earl (CRD# 4923777) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 19 years of experience in the finance industry.
Theresa Flemma (CRD# 1315768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 39 years of experience in the finance industry. Theresa Flemma 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 Franz (CRD# 5271612) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 17 years of experience in the finance industry.
Scott George (CRD# 2638248) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 28 years of experience in the finance industry. Scott George 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.
Lori Glennon (CRD# 1108918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 40 years of experience in the finance industry.
David Griffith (CRD# 3072664) is an Investment Advisor Representative working at Lifemark Securities Corp. in Utica, NY and has over 24 years of experience in the finance industry.