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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
William Schoff (CRD# 1048847) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 39 years of experience in the finance industry.
Gregory Schuler (CRD# 4375926) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 22 years of experience in the finance industry. Gregory Schuler 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.
Philip Serafine (CRD# 1628803) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 37 years of experience in the finance industry.
William Shaheen (CRD# 4446365) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.
Geral Smith (CRD# 1784547) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, NY and has over 30 years of experience in the finance industry.
Patricia Smith (CRD# 1393267) 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.
Frank Sorge (CRD# 6488738) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 7 years of experience in the finance industry.
Mackenzi Springer (CRD# 6939365) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 5 years of experience in the finance industry.
Justin Stevens (CRD# 5544125) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has over 15 years of experience in the finance industry. Justin Stevens 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.
Lucas Stuart (CRD# 5109302) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 18 years of experience in the finance industry. Lucas Stuart 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.