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5 advisors near
14891
within the area shown on the map
Out of 400,000+ nationwide
Elizabeth Z
Series 65
Savona, NY
Newedge Advisors
Elizabeth Zemak is a financial advisor at NewEdge Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Rooted Planning Group, Market Street Trust Company, and John G. Ullman and Associates. Zemak conducts advisory services through NewEdge Advisors, LLC under the name Continuity Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support client needs.
Erin S
Series 66
Watkins Glen, NY
Edward Jones
Erin Shawkey is a financial advisor with Edward Jones in Watkins Glen, NY, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2021, Shawkey worked at LPL Financial, M&T Securities, and Morgan Stanley Private Bank, N.A., among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.
William H
Series 63, Series 65
Pulteney, NY
Raymond James & Associates
William Hudson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Raymond James in 2024, he spent 29 years at UBS Financial Services. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional investors, and public entities, offering financial planning and advisory services through a variety of portfolio management styles.
Anders H
Series 66
Pulteney, NY
Raymond James & Associates
Anders Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Columbia Threadneedle Investments and UBS Financial Services Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Sabrina C
CFP®, Series 63
Pine Valley, NY
LPL Financial
Sabrina Chilson is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial and Chemung Canal Trust Company. She has served at LPL Financial since 2015 and Chemung Canal Trust Company since 2016. Chilson holds Series 63 licensure and is based in Pine Valley, NY. She also acts in a fiduciary capacity for The Brown Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management through a large network of investment adviser representatives.
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Finding advisors...
5 advisors near
14891
within the area shown on the map
Out of 400,000+ nationwide