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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
Anthony Mancuso (CRD# 2144148) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 32 years of experience in the finance industry. Anthony Mancuso 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.
Elisa Martin (CRD# 5658867) is an Investment Advisor Representative working at Prudential Financial Planning Services in Batavia, NY and has 1 year of experience in the finance industry.
Michael McNaughton (CRD# 2078200) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 33 years of experience in the finance industry. Michael McNaughton 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.
Brad Morgan (CRD# 7639486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has 1 year of experience in the finance industry.
Connor Mulhern (CRD# 7397617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 2 years of experience in the finance industry.
Larry Nissen (CRD# 5179572) is an Investment Advisor Representative working at Rochester Investments in Rush, NY and has over 17 years of experience in the finance industry.
Brian Novellin (CRD# 5929264) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 2 years of experience in the finance industry.
Carolyn Phillips (CRD# 4682638) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mt. Morris, NY and has over 20 years of experience in the finance industry.
Christopher Raines (CRD# 6061775) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Honeoye Falls, NY and has over 11 years of experience in the finance industry.
Daniel Schmitz (CRD# 2789711) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 27 years of experience in the finance industry.