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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
Joshua Barrett (CRD# 4545892) is an Investment Advisor Representative working at Barrett Wealth Management in Rochester, NY and has over 21 years of experience in the finance industry.
Thomas Bartlett (CRD# 4360713) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Sean Bayne (CRD# 6629600) is an Investment Advisor Representative working at Onedigital Investment Advisors in Rochester, NY and has over 7 years of experience in the finance industry.
William Bennett (CRD# 2363955) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has over 30 years of experience in the finance industry.
Barbara Bensink (CRD# 7368056) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 11 years of experience in the finance industry. Barbara Bensink 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.
Ryan Bierley (CRD# 5533189) is an Investment Advisor Representative working at Fsp Advisors, Inc. in Rochester, NY and has over 15 years of experience in the finance industry.
Jacob Bilyo (CRD# 7585755) is an Investment Advisor Representative working at Morgan Stanley in Rochester, NY and has 1 year of experience in the finance industry.
Peter Bishop (CRD# 2985115) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 26 years of experience in the finance industry.
Thomas Bolt (CRD# 7680915) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Marc Brondon (CRD# 6081174) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 11 years of experience in the finance industry.