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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 with NewEdge Advisors, holding a Series 65 credential and two years of industry experience. Her prior roles include positions at Market Street Trust Company and John G. Ullman and Associates. She also provides advisory services under the DBA Continuity Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services, including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology tools.
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 at Raymond James & Associates with 40 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Raymond James in 2024. Hudson holds Series 63 and Series 65 licenses. 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 broad client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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 experience in the financial services industry. She is affiliated with LPL Financial and has concurrently worked for Chemung Canal Trust Company since 2016. Outside of her advisory roles, she serves as a notary and acts in a fiduciary capacity for The Brown Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to research and model portfolios.
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Finding advisors...
5 advisors near
14891
within the area shown on the map
Out of 400,000+ nationwide