Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

News and Events at AGFS




 

May 2018 - Vincent Visconti joins AGFS




  May 11, 2018 – Bob’s big catch while conducting a review aboard client’s fishing boat.




March 23, 2018 - Heather has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use CERTIFIED FINANCIAL PLANNER™ AND CFP® certification marks in accordance with CFP Board certification and renewal requirements. For more about CFP Board, visit www.CFP.net.

 Stephanie participated in Utica’s Heart Run & Walk on March 3rd 2018 and completed the 5 mile run along with friends for Team Jayden

  Heather and Bob (Bob not pictured) attended the Advisor Group W Forum in New Orleans, February 2018 – Heather was able to sneak away and visit the US Mint & Jackson Square

 An expectant Heather (and baby) completed the Syracuse Half Marathon on November 12th 2017

  AGFS Client Appreciation Event at Scenic View Campground - October 15, 2017


   A group that paints and sips together, stays together.


Heather and husband Dave completed the 2017 15k Boilermaker on July 9th with a friend


   Stephanie completed the 2017 15k Boilermarker with friend Jennifer. 

Bob attended the New York State Capitol Day as an advisor representative with the Financial Services Institute coordinating with law makers to ensure best regulations geared towards protecting & servicing the investing public – Spring 2017

   AGFS Client Appreciation Event at the Utica Zoo


 Joe meets Colin Powell at the 2016 ConnectEd Conference - National Habor, MD


 Joseph P. Viviano joins the AGFS Team - Fall 2016


Heather and Dave's Wedding! New York Mills, NY - July 16, 2016


Heather runs the 15K Boilermaker - July 10, 2016


Mama Mia! AGFS at the Stanley Theater - October 25, 2015


  Heather runs her first half marathon - Saratoga Palio, September 20, 2015 







If you happened to be at the Utica Boilermaker 2015 Post Race Party you may have seen our very own Emily Seelig and Stephanie Osborn. Emily completed her first Boilermaker 5k and Stephanie completed her 3rd Boilermaker 15k.


Heather E. Lawlor, MBA, passes the Series 24 General Securities Principal exam on February 4, 2015 as administered by the U.S. Financial Industry Regulatory Authority (FINRA). Being a General Securities Principal qualifies a registered individual to supervise or manage branch activities. The exam covers topics such as supervision of investment banking, trading, customer accounts, and the primary/secondary markets.


AGFS welcomes Alessandra Brielle Osborn on September 24, 2014 born to Stephanie and Andrew Osborn


 Bob and Cindy Get Married! Cape Breton, Nova Scotia, July 22, 2012


 Finish Line at the Boilermaker


 AGFS at the CLS Investment Excelerate Conference - Omaha, NE, May 10, 2012


 AGFS Welcomes Axel Bennington Walker, Born January 6, 2012 to Nathan and Erin Walker


  AGFS Night at the Rink-Utica
College Men’s Hockey, October 29, 2011


  AGFS Welcomes Fiona Paige Watkins, Born June 9, 2011 to Brian Watkins and and Victoria Hendrix


AGFS Client Appreciation Night at Utica Curling Club, March 11, 2011

         

        AGFS Express at the Adirondack Scenic Railroad, October 1, 2010


   AGFS Welcomes Isabella Laurana Osborn, Born June 9, 2010 to Stephanie and Andy Osborn


    William Read and David Read of Day, Scarafile, and Read join AGFS, Fall 2009, 

AGFS Country Picnic at Piggy Pat’s, August 9, 2008

AGFS at Harts Hill Inn, August 4, 2007

Muscular Dystrophy Association Lock Up, July 2007