-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Dana Bell (CRD# 5261380) is an Investment Advisor Representative working at Bell Rock Asset Management LLC in Victor, NY and has over 13 years of experience in the finance industry.
Richard Bentley (CRD# 4777178) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry. Richard Bentley 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 Bierley (CRD# 5533189) is an Investment Advisor Representative working at Fsp Advisors, Inc. in Rochester, NY and has over 15 years of experience in the finance industry.
Dean Brockway (CRD# 1407851) is an Investment Advisor Representative working at Lpl Financial LLC in Bath, NY and has over 38 years of experience in the finance industry.
Jacob Carrier (CRD# 7115214) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 4 years of experience in the finance industry.
Daniel Cuddy (CRD# 2286154) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, NY and has over 31 years of experience in the finance industry. Daniel Cuddy 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.
Ashley D'agostino (CRD# 5665056) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 14 years of experience in the finance industry.
Amanda Delmonico (CRD# 6655899) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has 1 year of experience in the finance industry.
Paul Deloria (CRD# 4770115) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 9 years of experience in the finance industry. Paul Deloria 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.
Alan Deuel (CRD# 4491168) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 21 years of experience in the finance industry.