-
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
Benedict Tarantino (CRD# 1262674) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 39 years of experience in the finance industry.
Kathleen Titus (CRD# 1868421) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 30 years of experience in the finance industry.
Joshua Tomko (CRD# 6317366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 9 years of experience in the finance industry. Joshua Tomko 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.
John Tubridy (CRD# 1533377) is an Investment Advisor Representative working at Independent Financial Partners in Rochester, NY and has over 37 years of experience in the finance industry. John Tubridy 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.
Marianne Tully-Bolton (CRD# 2326166) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 25 years of experience in the finance industry.
Anthony Vaccaro (CRD# 4384776) is an Investment Advisor Representative working at Prentice Wealth Management LLC in Rochester, NY and has over 11 years of experience in the finance industry. Anthony Vaccaro 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.
G. Votava, Jr. (CRD# 4472957) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry. G. Votava, Jr. 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.
Gregory Wagner (CRD# 6713489) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 7 years of experience in the finance industry.
Andrew Ward (CRD# 6362696) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Samantha Webster (CRD# 4385886) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, NY and has over 22 years of experience in the finance industry. Samantha Webster 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.