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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
Ziad Wehbe (CRD# 5773742) is an Investment Advisor Representative working at Balfour Capital Management in Rochester, NY and has over 13 years of experience in the finance industry.
Alexander Wilson (CRD# 5783087) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 13 years of experience in the finance industry.
Joseph Wilson (CRD# 2208150) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Stephen Wilson (CRD# 726212) 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.
Paul Wyand (CRD# 2023699) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 34 years of experience in the finance industry. Paul Wyand 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.
Michael Abraham (CRD# 2759098) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 27 years of experience in the finance industry.
John Adamczuk (CRD# 1492855) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 37 years of experience in the finance industry.
Peter Adamczuk (CRD# 6860544) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 6 years of experience in the finance industry.
Anne Ambrosetti (CRD# 2204383) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 26 years of experience in the finance industry.
William Bailey (CRD# 1890090) is an Investment Advisor Representative working at Avantax Advisory Services in Rochester, NY and has over 35 years of experience in the finance industry.