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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
Victoria Bach (CRD# 2653237) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 28 years of experience in the finance industry.
Andrew Bartholomew (CRD# 5061678) is an Investment Advisor Representative working at Key Investment Services LLC in Auburn, NY and has over 18 years of experience in the finance industry.
Scott Battle (CRD# 2759149) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bloomfield, NY and has over 27 years of experience in the finance industry. Scott Battle 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 Benati (CRD# 2684203) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Webster, NY and has over 28 years of experience in the finance industry.
John Best (CRD# 4471756) is an Investment Advisor Representative working at Commonwealth Financial Network in Fairport, NY and has over 22 years of experience in the finance industry. John Best 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.
Jamie Block (CRD# 6464765) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Fairport, NY and has 1 year of experience in the finance industry. Jamie Block 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.
Stephen Bottcher (CRD# 4282016) is an Investment Advisor Representative working at Russell Investments in Webster, NY and has over 21 years of experience in the finance industry.
Edward Bradford (CRD# 4752103) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairport, NY and has over 20 years of experience in the finance industry.
Coty Brawdy (CRD# 6106713) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 6 years of experience in the finance industry.
Stephen Brown (CRD# 1799847) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 36 years of experience in the finance industry.