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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
Lisa Noonan (CRD# 3140844) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 25 years of experience in the finance industry.
Jordan Orvek (CRD# 6622520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 7 years of experience in the finance industry.
Vincent Palumbos (CRD# 3220021) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 24 years of experience in the finance industry.
Jeffrey Pierce (CRD# 1871224) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 35 years of experience in the finance industry.
Rocco Pietropaolo (CRD# 2185544) 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.
Suzanne Plain-Ward (CRD# 2522040) 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.
Maria Powers (CRD# 1383942) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 32 years of experience in the finance industry.
William Prentice (CRD# 3212474) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 24 years of experience in the finance industry. William Prentice 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.
Elizabeth Raabe (CRD# 1079353) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Denver, CO and has over 41 years of experience in the finance industry. Elizabeth Raabe 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.
Jeremy Raco (CRD# 2641148) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 27 years of experience in the finance industry.