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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
Kathleen Bigelow (CRD# 4184735) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester, NY and has over 23 years of experience in the finance industry.
Linda Black (CRD# 4199042) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 23 years of experience in the finance industry.
Robin Blackman (CRD# 1280469) is an Investment Advisor Representative working at Independent Financial Partners in Rochester, NY and has over 39 years of experience in the finance industry.
Jonathan Blazick (CRD# 6896643) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 6 years of experience in the finance industry.
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.
Keith Bock (CRD# 1024241) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rochester, NY and has over 31 years of experience in the finance industry. Keith Bock 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.
Bryan Bonisteel (CRD# 5352271) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, NY and has over 16 years of experience in the finance industry.
Chad Bonshak (CRD# 4462339) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, NY and has over 11 years of experience in the finance industry.
Michael Booth (CRD# 5981987) is an Investment Advisor Representative working at Edward Jones in Rochester, NY and has over 12 years of experience in the finance industry.
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.