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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
Amanda Esteves (CRD# 5597000) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 10 years of experience in the finance industry.
Marcia Ford (CRD# 1095869) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, NY and has over 37 years of experience in the finance industry.
Stephen Fornarola (CRD# 1137468) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 38 years of experience in the finance industry.
Philip Franco (CRD# 2348015) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 30 years of experience in the finance industry.
Barbara Fraser (CRD# 3021257) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 25 years of experience in the finance industry. Barbara Fraser 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.
Yolibeth Garcia-Mcgowan (CRD# 4891818) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 16 years of experience in the finance industry.
Kevin Garden (CRD# 6041166) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 11 years of experience in the finance industry. Kevin Garden 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.
Eric Garsin (CRD# 2942903) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 26 years of experience in the finance industry. Eric Garsin 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.
Timothy Gerlach (CRD# 5798376) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 5 years of experience in the finance industry.
Lisa Goode Cyrkin (CRD# 5272785) 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.