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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
Todd Jessop (CRD# 2390338) is an Investment Advisor Representative working at Lifemark Securities Corp. in Churchville, NY and has over 30 years of experience in the finance industry.
Jason Kelley (CRD# 4644071) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Churchville, NY and has over 20 years of experience in the finance industry.
Yale Leupold (CRD# 7753029) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Churchville, NY and has 1 year of experience in the finance industry.
Sam joined W&S Management Services in the spring of 2021, after nearly a decade at Fidelity and ESL Investment Services LLC. Sam is passionate and takes a client centered approach to financial planning. He came to W&S Management as a remedy to the high fees, poor communication and improper risks he often sees elsewhere in the financial services industry. He is excited to apply his expertise in a fee only environment where the needs and financial outcomes of the client come first.
Salvatore Paternico (CRD# 6316104) is an Investment Advisor Representative working...
Craig Abbott (CRD# 3063370) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 25 years of experience in the finance industry.
Susan Acker (CRD# 2814482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 27 years of experience in the finance industry.
Timothy Acker (CRD# 6538852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 8 years of experience in the finance industry.
Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Lori Alberts (CRD# 2574827) is an Investment Advisor Representative working at Brighton Securities Corp. in Rochester, NY and has over 21 years of experience in the finance industry.
Reo Alderman (CRD# 4371387) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 23 years of experience in the finance industry.