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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
Cindy Ziegler (CRD# 3144832) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, NY and has over 24 years of experience in the finance industry.
Dominic Agostini (CRD# 4794268) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spencerport, NY and has over 19 years of experience in the finance industry.
Lea Bancroft (CRD# 1948250) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mt. Morris, NY and has over 34 years of experience in the finance industry.
Bruce Barnatones (CRD# 1415384) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 38 years of experience in the finance industry. Bruce Barnatones 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.
Aimee Berkemeier (CRD# 7080291) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has over 2 years of experience in the finance industry.
John Birkby (CRD# 1178351) is an Investment Advisor Representative working at Commonwealth Financial Network in Lancaster, NY and has over 39 years of experience in the finance industry. John Birkby 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.
Cody Blasko (CRD# 7621228) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amherst, NY and has 1 year of experience in the finance industry.
Peter Borello (CRD# 7769396) is an Investment Advisor Representative working at Oneseven in Albion, NY and has 1 year of experience in the finance industry.
Robert Brown (CRD# 2623462) is an Investment Advisor Representative working at Core Alpha, Inc. in Rochester, NY and has over 28 years of experience in the finance industry.
Mario Camillo (CRD# 2833761) is an Investment Advisor Representative working at Lpl Financial LLC in Elma, NY and has over 27 years of experience in the finance industry.