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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
Emilio Monti (CRD# 7263323) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Penfield, NY and has over 3 years of experience in the finance industry.
Joseph Pecoraro (CRD# 6643629) is an Investment Advisor Representative working at Forza Wealth Advisory Services LLC in Penfield, NY and has over 8 years of experience in the finance industry.
Jeffrey Sharman (CRD# 2215589) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Penfield, NY and has over 32 years of experience in the finance industry. Jeffrey Sharman 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.
Sam joined W&S Management Services in the spring of 2021, after nearly a decade at Fidelity and ESL Investment Services LLC. Sam is passionate and takes a client centered approach to financial planning. He came to W&S Management as a remedy to the high fees, poor communication and improper risks he often sees elsewhere in the financial services industry. He is excited to apply his expertise in a fee only environment where the needs and financial outcomes of the client come first.
Salvatore Paternico (CRD# 6316104) is an Investment Advisor Representative working...
Craig Abbott (CRD# 3063370) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 25 years of experience in the finance industry.
Susan Acker (CRD# 2814482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 27 years of experience in the finance industry.
Timothy Acker (CRD# 6538852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 8 years of experience in the finance industry.
Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Lori Alberts (CRD# 2574827) is an Investment Advisor Representative working at Brighton Securities Corp. in Rochester, NY and has over 21 years of experience in the finance industry.
Reo Alderman (CRD# 4371387) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 23 years of experience in the finance industry.