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Distance Metro area (25 miles)
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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
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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.
Leann Hill (CRD# 6759708) is an Investment Advisor Representative working at Edward Jones in Avon, NY and has over 7 years of experience in the finance industry.
Kelly La Voie (CRD# 2909124) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 24 years of experience in the finance industry.
Frederick Lowe (CRD# 2861323) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 27 years of experience in the finance industry.
Jason Mosher (CRD# 3070810) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Canandaigua, NY and has over 25 years of experience in the finance industry. Jason Mosher 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.
David Nesbitt (CRD# 2436677) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bath, NY and has over 29 years of experience in the finance industry.
Donald Rayburn (CRD# 6299895) is an Investment Advisor Representative working at Edward Jones in Geneva, NY and has over 10 years of experience in the finance industry.
William Rogers (CRD# 402967) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livonia, NY and has over 39 years of experience in the finance industry.
Ryan Schwedfeger (CRD# 5697286) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canandaigua, NY and has over 14 years of experience in the finance industry.
James Scott (CRD# 2334021) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Nunda, NY and has over 31 years of experience in the finance industry.