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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
Timothy Willis (CRD# 2475176) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 20 years of experience in the finance industry.
Scott Zakalik (CRD# 4600433) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairport, NY and has over 21 years of experience in the finance industry.
John Zicari (CRD# 6203514) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 10 years of experience in the finance industry. John Zicari 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.
Mark Avery (CRD# 5630276) is an Investment Advisor Representative working at Principal Securities, Inc. in Fairport, NY and has over 15 years of experience in the finance industry.
Louis Bacchetta (CRD# 7073072) is an Investment Advisor Representative working at Eagle Strategies LLC in Fairport, NY and has over 4 years of experience in the finance industry.
Stephen Calabrese (CRD# 7365009) is an Investment Advisor Representative working at Wells Fargo Advisors in Fairport, NY and has over 2 years of experience in the finance industry.
John Camp (CRD# 6910206) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 2 years of experience in the finance industry.
Robert Christensen (CRD# 7454428) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 2 years of experience in the finance industry.
Frederick Conway (CRD# 7395920) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Fairport, NY and has over 2 years of experience in the finance industry.
Susanne Daly (CRD# 6136711) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairport, NY and has over 11 years of experience in the finance industry.