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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
Charles Polka (CRD# 4642037) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 20 years of experience in the finance industry.
Eileen Price (CRD# 5659168) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 14 years of experience in the finance industry.
James Prioletti (CRD# 2099045) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Syracuse, NY and has over 33 years of experience in the finance industry. James Prioletti 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.
Brennen Przybysz (CRD# 5808970) is an Investment Advisor Representative working at Prudential Financial Planning Services in Syracuse, NY and has over 13 years of experience in the finance industry.
Anthony Puglia (CRD# 4480042) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 18 years of experience in the finance industry.
Jamin Purtell (CRD# 3003659) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 26 years of experience in the finance industry.
Thomas Pyle (CRD# 1524442) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 34 years of experience in the finance industry.
Richard Reagan (CRD# 2391015) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 30 years of experience in the finance industry. Richard Reagan 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 Reinhardt (CRD# 2401216) is an Investment Advisor Representative working at Passive Capital Management, LLC in Syracuse, NY and has over 26 years of experience in the finance industry.
Angela Renna (CRD# 5139880) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oswego, NY and has over 18 years of experience in the finance industry.