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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
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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.
Colton Herrington (CRD# 6244797) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 8 years of experience in the finance industry.
Jeffrey Jock (CRD# 4418581) is an Investment Advisor Representative working at Cuso Financial Services, LP in Auburn, NY and has over 22 years of experience in the finance industry. Jeffrey Jock 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.
Michael Klein (CRD# 5558592) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keuka Park, NY and has over 15 years of experience in the finance industry.
Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 8 years of experience in the finance industry.
Kelly La Voie (CRD# 2909124) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 24 years of experience in the finance industry.
Robert Landis (CRD# 6837609) is an Investment Advisor Representative working at Edward Jones in Moravia, NY and has over 6 years of experience in the finance industry.
Manda Lewis (CRD# 4680433) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 20 years of experience in the finance industry.
Frederick Lowe (CRD# 2861323) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 26 years of experience in the finance industry.
Kenneth Marienau (CRD# 4007536) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 24 years of experience in the finance industry.