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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
Brian Kelly (CRD# 2201407) is an Investment Advisor Representative working at Vicus Capital, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Thomas Kingsley (CRD# 2808421) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 26 years of experience in the finance industry.
Colleen Knapp (CRD# 847427) is an Investment Advisor Representative working at Transparent Wealth Consulting LLC in New York, NY and has over 31 years of experience in the finance industry.
Kathryn Kubiak-Rizzone (CRD# 7358547) is an Investment Advisor Representative working at About Time Financial Planning in Rochester, NY and has over 3 years of experience in the finance industry. Kathryn Kubiak-Rizzone 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 Lesko (CRD# 6595309) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 5 years of experience in the finance industry.
Alissa Lusardi (CRD# 7341758) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 2 years of experience in the finance industry.
Jered Maloney (CRD# 6654128) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 3 years of experience in the finance industry.
William Masucci (CRD# 1267408) is an Investment Advisor Representative working at Royale Asset Management LLC in Rochester, NY and has over 39 years of experience in the finance industry.
John McCarthy (CRD# 2050338) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clifton Springs, NY and has over 32 years of experience in the finance industry.
Micah Moore (CRD# 6843898) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Naples, NY and has over 4 years of experience in the finance industry.