-
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
David Treichler (CRD# 1244190) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Syracuse, NY and has over 36 years of experience in the finance industry. David Treichler 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.
James Tucker (CRD# 6848822) is an Investment Advisor Representative working at Commonwealth Financial Network in Syracuse, NY and has over 6 years of experience in the finance industry.
Matthew Turner (CRD# 6165322) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 11 years of experience in the finance industry.
James Van Grouw (CRD# 5460427) is an Investment Advisor Representative working at Ibn Advisory Services, Inc. in Liverpool, NY and has over 16 years of experience in the finance industry.
Brett Vanantwerp (CRD# 5226402) is an Investment Advisor Representative working at Prudential Financial Planning Services in Syracuse, NY and has over 17 years of experience in the finance industry.
Lisa Vanzandt (CRD# 4356295) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 21 years of experience in the finance industry.
Leo Vassallo (CRD# 1920639) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Syracuse, NY and has over 35 years of experience in the finance industry.
Kristopher Wadsworth (CRD# 4248253) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Syracuse, NY and has over 23 years of experience in the finance industry.
David Walker Jr (CRD# 4025120) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.
Jeffrey Watson (CRD# 5676423) is an Investment Advisor Representative working at Rialto Wealth Management in Syracuse, NY and has over 11 years of experience in the finance industry.