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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
Andrew Roberts (CRD# 4357269) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pittsford, NY and has over 22 years of experience in the finance industry.
Jessica Royston (CRD# 4983002) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 15 years of experience in the finance industry.
Tarryn Rozen (CRD# 7002660) is an Investment Advisor Representative working at Armbruster Capital Management, Inc. in Pittsford, NY and has over 5 years of experience in the finance industry.
Stephen Ryan (CRD# 1932446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 35 years of experience in the finance industry.
James Sandlas (CRD# 2152834) is an Investment Advisor Representative working at Edward Jones in Pittsford, NY and has over 32 years of experience in the finance industry.
Jacob Schlicht (CRD# 5072855) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 15 years of experience in the finance industry. Jacob Schlicht 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.
Suzanne Schmitzlaese (CRD# 2168197) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsford, NY and has over 32 years of experience in the finance industry.
Randy Schuster (CRD# 2568689) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Pittsford, NY and has over 29 years of experience in the finance industry.
Alan Sheldon (CRD# 5794448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 12 years of experience in the finance industry.
Candace Shira (CRD# 2992244) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 26 years of experience in the finance industry. Candace Shira 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.