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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
Shannon Romach (CRD# 4823153) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has over 16 years of experience in the finance industry.
Christopher Ryan (CRD# 3047526) 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.
Gregory Schaller (CRD# 4251842) 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.
Chelsea Seibel (CRD# 5964695) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 12 years of experience in the finance industry. Chelsea Seibel 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.
Ryan Stiphany (CRD# 6004778) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 12 years of experience in the finance industry.
Joshuah Tatro (CRD# 5795261) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairport, NY and has over 11 years of experience in the finance industry.
Michael Underwood (CRD# 837829) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Fairport, NY and has over 28 years of experience in the finance industry. Michael Underwood 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.
Dana Vosburgh (CRD# 3113001) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 9 years of experience in the finance industry. Dana Vosburgh 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.
Timothy Warnett (CRD# 2510520) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Fairport, NY and has over 29 years of experience in the finance industry.
Michael Weidner (CRD# 2390812) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairport, NY and has over 30 years of experience in the finance industry. Michael Weidner 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.