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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
Jered Maloney (CRD# 6654128) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 3 years of experience in the finance industry.
Michael McNaughton (CRD# 2078200) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 33 years of experience in the finance industry. Michael McNaughton 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.
Micah Moore (CRD# 6843898) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Naples, NY and has over 4 years of experience in the finance industry.
Carolyn Phillips (CRD# 4682638) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mt. Morris, NY and has over 20 years of experience in the finance industry.
Wade Sarkis (CRD# 1673696) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 36 years of experience in the finance industry. Wade Sarkis 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.
Russell Saurbaugh (CRD# 807625) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bath, NY and has 1 year of experience in the finance industry.
Daniel Schmitz (CRD# 2789711) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 27 years of experience in the finance industry.
David Stalker (CRD# 4942460) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 18 years of experience in the finance industry.
Nathan Van Bortel (CRD# 6131088) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 10 years of experience in the finance industry.
Christine Warner (CRD# 4001584) is an Investment Advisor Representative working at Monticello Financial Advisors in Livonia, NY and has over 18 years of experience in the finance industry.