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Distance Only Penfield, NY
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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
Bryan Ray (CRD# 4536860) is an Investment Advisor Representative working at Fisher Investments in Penfield, NY and has over 21 years of experience in the finance industry.
John Reigelman (CRD# 1135180) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has over 35 years of experience in the finance industry. John Reigelman 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.
Allen Thorogood (CRD# 1272996) is an Investment Advisor Representative working at Lpl Financial LLC in Penfield, NY and has over 39 years of experience in the finance industry.
Margaret Whelehan (CRD# 4353279) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has over 23 years of experience in the finance industry. Margaret Whelehan 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.
Steven Alexander (CRD# 2737576) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has over 27 years of experience in the finance industry.
Shane Dobesh (CRD# 7604952) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has 1 year of experience in the finance industry.
Laura Fichter (CRD# 6053161) is an Investment Advisor Representative working at Ada Advisors LLC in Penfield, NY and has over 13 years of experience in the finance industry.
John Jeffery (CRD# 4360602) is an Investment Advisor Representative working at Jeffery & Jeffery Capital Management, Inc. in Penfield, NY and has 1 year of experience in the finance industry.
Lois Jeffery (CRD# 2488152) is an Investment Advisor Representative working at Jeffery & Jeffery Capital Management, Inc. in Penfield, NY and has over 29 years of experience in the finance industry.
Matthew Merola (CRD# 6818658) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Penfield, NY and has over 6 years of experience in the finance industry.