-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Wendy Morasco (CRD# 4531151) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Auburn, NY and has over 21 years of experience in the finance industry.
Jason Mosher (CRD# 3070810) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Canandaigua, NY and has over 25 years of experience in the finance industry. Jason Mosher 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.
Peter Newman (CRD# 1554224) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 37 years of experience in the finance industry.
William O'donnell (CRD# 6401021) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Penfield, NY and has over 9 years of experience in the finance industry. William O'donnell 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.
Joseph O'haver (CRD# 5293462) is an Investment Advisor Representative working at O'haver Wealth Management, LLC in Newark, NY and has over 17 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.