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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
Roxanne McElroy (CRD# 4081574) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 23 years of experience in the finance industry.
Thomas Newberg (CRD# 6024004) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has 1 year of experience in the finance industry.
Kasy Pechler (CRD# 7804347) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Fairport, NY and has 1 year of experience in the finance industry.
Cathy Pereira (CRD# 2758894) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 2 years of experience in the finance industry. Cathy Pereira 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.
Kay Pfleghardt (CRD# 6225691) is an Investment Advisor Representative working at Commonwealth Financial Network in Fairport, NY and has over 8 years of experience in the finance industry. Kay Pfleghardt 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.
Annette Principio (CRD# 7788210) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has 1 year of experience in the finance industry.
Michael Riorden (CRD# 1711994) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Fairport, NY and has over 36 years of experience in the finance industry.
Robert Rosenberg (CRD# 2143900) is an Investment Advisor Representative working at Lincoln Investment in Fairport, NY and has over 32 years of experience in the finance industry.
Meghan Schneible (CRD# 3214344) is an Investment Advisor Representative working at Lincoln Investment in Fairport, NY and has over 24 years of experience in the finance industry. Meghan Schneible 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.
John Skomski (CRD# 6380634) is an Investment Advisor Representative working at Commonwealth Financial Network in Fairport, NY and has over 8 years of experience in the finance industry.