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Distance Only Baldwinsville, NY
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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
Sean Becker (CRD# 5234679) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Baldwinsville, NY and has over 17 years of experience in the finance industry.
Peter Bertone (CRD# 2272479) is an Investment Advisor Representative working at Edward Jones in Baldwinsville, NY and has over 28 years of experience in the finance industry.
Robert Just (CRD# 1834237) is an Investment Advisor Representative working at Main Street Wealth Management, LLC in Baldwinsville, NY and has over 36 years of experience in the finance industry. Robert Just 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.
Shaun Kimball (CRD# 2071369) is an Investment Advisor Representative working at Cuso Financial Services in Baldwinsville, NY and has over 33 years of experience in the finance industry.
Jeremy Wood (CRD# 6296247) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Baldwinsville, NY and has over 10 years of experience in the finance industry.
Michael Adams (CRD# 6155619) is an Investment Advisor Representative working at Primerica Advisors in Baldwinsville, NY and has over 11 years of experience in the finance industry.
Ruth Banegas (CRD# 6528513) is an Investment Advisor Representative working at Primerica Advisors in Baldwinsville, NY and has over 7 years of experience in the finance industry.
Julie Carr (CRD# 5721428) is an Investment Advisor Representative working at Lincoln Investment in Baldwinsville, NY and has over 12 years of experience in the finance industry.
Anthony Fisher (CRD# 6186547) is an Investment Advisor Representative working at Primerica Advisors in Baldwinsville, NY and has over 2 years of experience in the finance industry.
Daniel Michel (CRD# 2006554) is an Investment Advisor Representative working at Lincoln Investment in Baldwinsville, NY and has over 34 years of experience in the finance industry.