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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
Aimee Berkemeier (CRD# 7080291) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has over 2 years of experience in the finance industry.
Heath Hendrickson (CRD# 7468252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has over 2 years of experience in the finance industry.
Michael Anderson (CRD# 3064278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 25 years of experience in the finance industry.
Michael Battaglia (CRD# 7010758) is an Investment Advisor Representative working at Prudential Financial Planning Services in Batavia, NY and has over 5 years of experience in the finance industry.
Jonathan Blazick (CRD# 6896643) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 6 years of experience in the finance industry.
April Booth (CRD# 4482025) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Springwater, NY and has over 22 years of experience in the finance industry.
Paul Deagle (CRD# 6755218) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Morris, NY and has over 17 years of experience in the finance industry. Paul Deagle 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.
Austin Gilbert (CRD# 4125474) is an Investment Advisor Representative working at Gilbert Financial, LLC in Honeoye Falls, NY and has over 17 years of experience in the finance industry.
Michael Grammatico (CRD# 1727344) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 36 years of experience in the finance industry.
Timothy Hammond (CRD# 2408313) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 30 years of experience in the finance industry.