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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
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.
Carol Ramsdell (CRD# 1645969) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 29 years of experience in the finance industry.
Aaron Randisi (CRD# 6468448) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 8 years of experience in the finance industry. Aaron Randisi 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.
Harvey Reiner (CRD# 3197022) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, NY and has over 24 years of experience in the finance industry.
Eugene Richardson (CRD# 2427191) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 30 years of experience in the finance industry.
Michael Riordan (CRD# 400011) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 43 years of experience in the finance industry.
Stephen Roehrig (CRD# 2826376) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 24 years of experience in the finance industry.
Kellie Ronald (CRD# 1590563) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 37 years of experience in the finance industry.
Patrick Ryan (CRD# 5513504) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, NY and has over 13 years of experience in the finance industry. Patrick Ryan 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.
Bryan Schoff (CRD# 6232910) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 10 years of experience in the finance industry.