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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
Wade Sarkis (CRD# 1673696) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 37 years of experience in the finance industry. Wade Sarkis 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.
Russell Saurbaugh (CRD# 807625) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bath, NY and has 1 year of experience in the finance industry.
Daniel Schmitz (CRD# 2789711) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 27 years of experience in the finance industry.
David Stalker (CRD# 4942460) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 18 years of experience in the finance industry.
Pamela Tierney (CRD# 1906510) is an Investment Advisor Representative working at Park Avenue Securities LLC in Geneva, NY and has over 29 years of experience in the finance industry.
Albert Troisi (CRD# 1225132) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 40 years of experience in the finance industry.
Leslie Troisi (CRD# 1329614) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 39 years of experience in the finance industry.
Nathan Van Bortel (CRD# 6131088) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 10 years of experience in the finance industry.
Christopher Vaughan (CRD# 1771965) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 36 years of experience in the finance industry.
Christine Warner (CRD# 4001584) is an Investment Advisor Representative working at Monticello Financial Advisors in Livonia, NY and has over 19 years of experience in the finance industry.