-
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
Brian Drumm (CRD# 5861168) is an Investment Advisor Representative working at Primetime Wealth Management LLC in Pittsford, NY and has over 13 years of experience in the finance industry.
Matthew Dunn (CRD# 6343057) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 5 years of experience in the finance industry.
Curt Ehrlich (CRD# 4659166) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 20 years of experience in the finance industry.
Mark Eidlin (CRD# 2224330) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 32 years of experience in the finance industry.
Ricci Elnicki (CRD# 6492233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 7 years of experience in the finance industry. Ricci Elnicki 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.
Dana Elston (CRD# 1613855) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Pittsford, NY and has over 37 years of experience in the finance industry.
Brendan Ercole (CRD# 6391100) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, NY and has over 9 years of experience in the finance industry. Brendan Ercole 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.
Zachary Erskine (CRD# 5887117) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry. Zachary Erskine 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.
Amanda Esteves (CRD# 5597000) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 10 years of experience in the finance industry.
Michael Fanto (CRD# 1211931) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pittsford, NY and has over 32 years of experience in the finance industry.