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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
Adam Rayburn (CRD# 7174785) is an Investment Advisor Representative working at Edward Jones in Geneva, NY and has over 4 years of experience in the finance industry.
Alan Resnick (CRD# 1864476) is an Investment Advisor Representative working at Janal Capital Management LLC in Rochester, NY and has over 19 years of experience in the finance industry.
Brian Roes (CRD# 5899620) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 21 years of experience in the finance industry. Brian Roes 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.
Henry Sandlas (CRD# 7159105) is an Investment Advisor Representative working at Edward Jones in Seneca Falls, NY and has over 4 years of experience in the finance industry.
Wade Sarkis (CRD# 1673696) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 36 years of experience in the finance industry. Wade Sarkis 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.
Russell Saurbaugh (CRD# 807625) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bath, NY and has 1 year of experience in the finance industry.
Ngoc Sou (CRD# 7618265) is an Investment Advisor Representative working at Forum Financial Management, LP in Lansing, NY and has 1 year of experience in the finance industry.
Jonathan Spacher (CRD# 851233) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 39 years of experience in the finance industry.
David Stalker (CRD# 4942460) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 18 years of experience in the finance industry.
Aletha Steehler (CRD# 2231876) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Victor, NY and has over 29 years of experience in the finance industry.