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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
Linda Heckathorn (CRD# 5338836) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Lancaster, NY and has over 16 years of experience in the finance industry.
Diane Hennekey (CRD# 5131607) is an Investment Advisor Representative working at Edward Jones in Rochester, NY and has over 17 years of experience in the finance industry.
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.
Kristin Holbrook (CRD# 6543022) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.
Sean Huff (CRD# 6345088) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has over 9 years of experience in the finance industry.
Serafino Iantorno (CRD# 4088410) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 24 years of experience in the finance industry.
Thomas Kasper (CRD# 6827590) is an Investment Advisor Representative working at Edward Jones in Rochester, NY and has over 6 years of experience in the finance industry.
Christopher Kempton (CRD# 2132374) is an Investment Advisor Representative working at Global Retirement Partners LLC in Buffalo, NY and has over 33 years of experience in the finance industry.
Ryan Liddell (CRD# 6065461) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 11 years of experience in the finance industry. Ryan Liddell 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.
Robert Meissner (CRD# 3219760) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Clarence Center, NY and has over 25 years of experience in the finance industry.