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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
Ava Bligh (CRD# 7325588) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 2 years of experience in the finance industry.
Holden Borrelli (CRD# 7131497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 3 years of experience in the finance industry.
Donald Bouchard (CRD# 1280637) is an Investment Advisor Representative working at Avantax Advisory Services in Batavia, NY and has over 39 years of experience in the finance industry.
Benjamin Chappell (CRD# 7436165) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has 1 year of experience in the finance industry.
Mark Congdon (CRD# 1619131) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 37 years of experience in the finance industry.
Michael Congdon (CRD# 5497417) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 2 years of experience in the finance industry.
Gary Everts (CRD# 1945252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Nunda, NY and has over 34 years of experience in the finance industry.
Georg Farrak (CRD# 1611904) is an Investment Advisor Representative working at Mml Investors Services, LLC in Avon, NY and has over 37 years of experience in the finance industry.
Kaelah Granger (CRD# 5969325) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Geneseo, NY and has over 2 years of experience in the finance industry. Kaelah Granger 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.
Zachary Groet (CRD# 5388504) is an Investment Advisor Representative working at Lpl Financial LLC in Avon, NY and has over 16 years of experience in the finance industry.