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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
Michael Bianchi (CRD# 1645407) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 37 years of experience in the finance industry.
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.
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.
Jodie Borlaug (CRD# 5238423) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, NY and has over 17 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.
Brett Bouchard (CRD# 6832860) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsford, NY and has over 5 years of experience in the finance industry.
Louis Bouchard (CRD# 1426360) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsford, NY and has over 38 years of experience in the finance industry.