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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
Joel Maness (CRD# 3249609) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 24 years of experience in the finance industry.
Kenneth Marienau (CRD# 4007536) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 24 years of experience in the finance industry.
Richard Marlin (CRD# 1189436) is an Investment Advisor Representative working at Edward Jones in Webster, NY and has over 40 years of experience in the finance industry.
Linda Mastellar (CRD# 4508938) 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.
Kyle McDermott (CRD# 5978355) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Penfield, NY and has over 12 years of experience in the finance industry. Kyle McDermott 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.
Aaron McGreevy (CRD# 5541148) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 15 years of experience in the finance industry.
Scott McKay (CRD# 4607626) is an Investment Advisor Representative working at Creative Planning in Rochester, NY and has over 21 years of experience in the finance industry. Scott McKay 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.
Ethan McKenney (CRD# 4984809) 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. Ethan McKenney 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.
Annie McQuilken (CRD# 4920902) is an Investment Advisor Representative working at Forever Financial Advisors, LLC in Fairport, NY and has over 19 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.