-
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
David Nichols (CRD# 1866844) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pittsford, NY and has over 35 years of experience in the finance industry. David Nichols 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.
Richard Oaster (CRD# 2775103) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsford, NY and has over 27 years of experience in the finance industry. Richard Oaster 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.
Kevin Ogrady (CRD# 1607849) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsford, NY and has over 37 years of experience in the finance industry.
Kelly Olczak (CRD# 5039125) is an Investment Advisor Representative working at Lynnleigh & Company, LLC in Pittsford, NY and has over 18 years of experience in the finance industry. Kelly Olczak 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.
Peter Owh (CRD# 4194866) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Pittsford, NY and has over 18 years of experience in the finance industry.
Mark Paganelli (CRD# 1024968) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsford, NY and has over 30 years of experience in the finance industry. Mark Paganelli 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.
William Page (CRD# 4794362) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 19 years of experience in the finance industry.
Kerri Palermo (CRD# 6010995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pittsford, NY and has over 9 years of experience in the finance industry.
Christopher Parnell (CRD# 6386034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 7 years of experience in the finance industry.
Kimberly Patterson (CRD# 4548796) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 21 years of experience in the finance industry.