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Distance Only Batavia, NY
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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
Olivia Rogers (CRD# 6554997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 7 years of experience in the finance industry.
Steven Tufts (CRD# 2642866) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 28 years of experience in the finance industry.
Jon Waggoner (CRD# 4088798) is an Investment Advisor Representative working at Equitable Advisors, LLC in Batavia, NY and has over 24 years of experience in the finance industry.
Christopher White (CRD# 2302463) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 31 years of experience in the finance industry.
Philip Bleier (CRD# 4627758) is an Investment Advisor Representative working at Philip A. Bleier, Cpa in Batavia, NY and has over 20 years of experience in the finance industry.
Holden Borrelli (CRD# 7131497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 3 years of experience in the finance industry.
Donald Bouchard (CRD# 1280637) is an Investment Advisor Representative working at Avantax Advisory Services in Batavia, NY and has over 39 years of experience in the finance industry.
David Hall (CRD# 6834428) is an Investment Advisor Representative working at Edward Jones in Batavia, NY and has over 4 years of experience in the finance industry.
Stephen Hicks (CRD# 5383772) is an Investment Advisor Representative working at Brighton Securities Corp. in Batavia, NY and has over 16 years of experience in the finance industry.
Anthony Mancuso (CRD# 2144148) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 32 years of experience in the finance industry. Anthony Mancuso 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.