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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
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.
Harvey Reiner (CRD# 3197022) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, NY and has over 24 years of experience in the finance industry.
Christopher Rheaume (CRD# 5654691) is an Investment Advisor Representative working at Edward Jones in Auburn, NY and has over 14 years of experience in the finance industry.
Jacob Sadwick (CRD# 6594961) 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. Jacob Sadwick 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.
Ryan Schwedfeger (CRD# 5697286) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canandaigua, NY and has over 14 years of experience in the finance industry.
Charles Shaw (CRD# 6026263) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 11 years of experience in the finance industry.
Thomas Shortslef (CRD# 1718058) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 33 years of experience in the finance industry.
Justin Stevens (CRD# 5544125) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has over 15 years of experience in the finance industry. Justin Stevens 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.
Michael Strong (CRD# 6634001) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 7 years of experience in the finance industry.
Joseph Topichak (CRD# 3204521) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 14 years of experience in the finance industry.