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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
Jeremiah Howard (CRD# 1956365) is an Investment Advisor Representative working at Commonwealth Financial Network in Fairport, NY and has over 34 years of experience in the finance industry. Jeremiah Howard 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.
Brian Hughes (CRD# 5221134) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has 1 year of experience in the finance industry.
Annleah Jones (CRD# 7113186) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has 1 year of experience in the finance industry.
Nicole Jones (CRD# 5698053) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Fairport, NY and has over 8 years of experience in the finance industry.
Daniel Lacrosse (CRD# 6655645) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has 1 year of experience in the finance industry.
William Lloyd (CRD# 1677861) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 36 years of experience in the finance industry.
Frances Lupiani (CRD# 2223801) is an Investment Advisor Representative working at Lincoln Investment in Fairport, NY and has over 31 years of experience in the finance industry.
Daniel Lysiak (CRD# 6619571) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 4 years of experience in the finance industry.
Sarah Mayne (CRD# 7205149) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 3 years of experience in the finance industry.
Jessica McCarthy (CRD# 6293517) is an Investment Advisor Representative working at Esi Financial Advisors in Fairport, NY and has over 9 years of experience in the finance industry.