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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
David Immonen (CRD# 2651877) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 28 years of experience in the finance industry.
Jeffrey Ingraham (CRD# 4829223) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 19 years of experience in the finance industry.
Corey Jackson (CRD# 5484981) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 16 years of experience in the finance industry. Corey Jackson 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 Jackson (CRD# 4369095) is an Investment Advisor Representative working at Lpl Financial LLC in Penfield, NY and has over 10 years of experience in the finance industry.
Jeffrey Jock (CRD# 4418581) is an Investment Advisor Representative working at Cuso Financial Services in Auburn, NY and has over 22 years of experience in the finance industry. Jeffrey Jock 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.
Daniel Jones (CRD# 5103145) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 17 years of experience in the finance industry. Daniel Jones 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.
William Kablack (CRD# 5987435) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 12 years of experience in the finance industry.
Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Jennifer Knapp (CRD# 5358042) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 15 years of experience in the finance industry.
Marc Kreuser (CRD# 2594123) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newark, NY and has over 29 years of experience in the finance industry. Marc Kreuser 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.