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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
Scott McKay (CRD# 4607626) is an Investment Advisor Representative working at Creative Planning in Rochester, NY and has over 21 years of experience in the finance industry. Scott McKay 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.
David Moore (CRD# 1324619) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Naples, NY and has over 39 years of experience in the finance industry. David Moore 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.
Wendy Morasco (CRD# 4531151) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Auburn, NY and has over 21 years of experience in the finance industry.
Jason Mosher (CRD# 3070810) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Canandaigua, NY and has over 25 years of experience in the finance industry. Jason Mosher 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.
David Nesbitt (CRD# 2436677) is an Investment Advisor Representative working at Lpl Financial LLC in Bath, NY and has over 29 years of experience in the finance industry.
Arnold Pechler (CRD# 5448208) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Farmington, NY and has over 15 years of experience in the finance industry.
David Piano (CRD# 5994833) is an Investment Advisor Representative working at Piano Wealth Management in Victor, NY and has over 12 years of experience in the finance industry.
Matthew Pitti (CRD# 5189670) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 17 years of experience in the finance industry.
Salvatore Pitti (CRD# 2541280) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 29 years of experience in the finance industry. Salvatore Pitti 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.
Donald Rayburn (CRD# 6299895) is an Investment Advisor Representative working at Edward Jones in Geneva, NY and has over 9 years of experience in the finance industry.