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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
Andrea Ells (CRD# 6263051) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry. Andrea Ells 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.
Christine Embling (CRD# 2257548) is an Investment Advisor Representative working at Esi Financial Advisors in Rochester, NY and has over 31 years of experience in the finance industry.
Gregory Facinelli (CRD# 5008567) is an Investment Advisor Representative working at Wells Fargo Advisors in Fairport, NY and has over 18 years of experience in the finance industry.
Lori Facinelli (CRD# 1855302) is an Investment Advisor Representative working at Wells Fargo Advisors in Fairport, NY and has over 31 years of experience in the finance industry.
Marcia Ford (CRD# 1095869) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, NY and has over 38 years of experience in the finance industry.
Rebecca Galliford (CRD# 5757790) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 13 years of experience in the finance industry.
Kevin Garden (CRD# 6041166) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 12 years of experience in the finance industry. Kevin Garden 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.
Rosemary Gebhardt (CRD# 1284007) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 17 years of experience in the finance industry.
Alan Ginsberg (CRD# 2591507) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Penfield, NY and has over 29 years of experience in the finance industry.
Louis Giuliano (CRD# 6701756) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has over 6 years of experience in the finance industry.