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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
Annie McQuilken (CRD# 4920902) is an Investment Advisor Representative working at Forever Financial Advisors, LLC in Fairport, NY and has over 18 years of experience in the finance industry. Annie McQuilken 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.
Andrew Means (CRD# 2713569) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 27 years of experience in the finance industry.
Ryan Miller (CRD# 4655118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairport, NY and has over 20 years of experience in the finance industry.
Jason Mincer (CRD# 6564747) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairport, NY and has over 8 years of experience in the finance industry.
Daniel Monte (CRD# 6160115) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 10 years of experience in the finance industry.
Noah Ordway (CRD# 5006708) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 18 years of experience in the finance industry.
Christian Pappas (CRD# 4536779) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairport, NY and has over 21 years of experience in the finance industry.
Aaron Pisani (CRD# 4336257) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 22 years of experience in the finance industry.
Heather Proctor (CRD# 2320887) is an Investment Advisor Representative working at Milestones Private Investment Advisors LLC in Fairport, NY and has over 31 years of experience in the finance industry.
Stephen Riley (CRD# 836935) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has over 38 years of experience in the finance industry.