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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
Karolyn Armstrong (CRD# 1234538) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 26 years of experience in the finance industry.
Zachary Armstrong (CRD# 6074547) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 9 years of experience in the finance industry. Zachary Armstrong 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.
Stephen Ashe (CRD# 4394214) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry.
John Atwater (CRD# 5558504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 14 years of experience in the finance industry.
Victoria Bach (CRD# 2653237) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 28 years of experience in the finance industry.
Loren Bailey (CRD# 2693049) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 26 years of experience in the finance industry.
Samuel Barber (CRD# 4750380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 19 years of experience in the finance industry.
Maxwell Bardeen Jr. (CRD# 826585) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 36 years of experience in the finance industry.
Heather Barniak (CRD# 6118581) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 11 years of experience in the finance industry.
Renee Barratiere (CRD# 1263919) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Cobleskill, NY and has over 39 years of experience in the finance industry.