-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Andre Brassard (CRD# 2141315) is an Investment Advisor Representative working at Lpl Financial LLC in Lancaster, NY and has over 32 years of experience in the finance industry.
Jessica Burris (CRD# 5957300) is an Investment Advisor Representative working at Edward Jones in Brockport, NY and has over 10 years of experience in the finance industry.
Hannah Byron (CRD# 4185462) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brockport, NY and has over 22 years of experience in the finance industry.
Lisa Capizzi (CRD# 4529573) is an Investment Advisor Representative working at The Ameriflex Group in Rochester, NY and has over 21 years of experience in the finance industry.
Edward Carlsen (CRD# 2044938) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, NY and has over 33 years of experience in the finance industry.
Thomas Carlsen (CRD# 2882488) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, NY and has over 26 years of experience in the finance industry. Thomas Carlsen 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.
Ronald Ciminelli (CRD# 7024868) is an Investment Advisor Representative working at Edward Jones in Rochester, NY and has over 5 years of experience in the finance industry.
Craig Clark (CRD# 4562593) is an Investment Advisor Representative working at Commonwealth Financial Network in Lancaster, NY and has over 21 years of experience in the finance industry. Craig Clark 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.
Kevin Conlon (CRD# 4483874) is an Investment Advisor Representative working at Kevin G. Conlon, Cpa, Pc in Rochester, NY and has over 20 years of experience in the finance industry.
Paul Deagle (CRD# 6755218) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Morris, NY and has over 17 years of experience in the finance industry. Paul Deagle 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.