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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
Andrea Coladarci (CRD# 5942760) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Rochester, NY and has over 12 years of experience in the finance industry.
Annemarie Cook (CRD# 1459593) 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.
Eric Cook (CRD# 6126930) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 11 years of experience in the finance industry.
Michael H Cooper (CRD# 4327463) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 23 years of experience in the finance industry.
Melody Dehond (CRD# 2342371) is an Investment Advisor Representative working at Morgan Stanley in Rochester, NY and has over 23 years of experience in the finance industry.
Brian Dejoy (CRD# 2269958) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 31 years of experience in the finance industry.
Philip Dipasquale (CRD# 4722252) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 20 years of experience in the finance industry.
Matthew Dunn (CRD# 6343057) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 5 years of experience in the finance industry.
Christine Embling (CRD# 2257548) is an Investment Advisor Representative working at Esi Financial Advisors in Rochester, NY and has over 31 years of experience in the finance industry.
Zachary Erskine (CRD# 5887117) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry. Zachary Erskine 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.