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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
Judith Alexander-Wasley (CRD# 5760889) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, NY and has over 13 years of experience in the finance industry.
Jeffrey Altieri (CRD# 862821) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 40 years of experience in the finance industry.
Michael Amico (CRD# 1121993) 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.
Maxwell Bardeen Jr. (CRD# 826585) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 36 years of experience in the finance industry.
Vincent Battaglia (CRD# 1188577) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 40 years of experience in the finance industry.
Paul Beck (CRD# 1630821) 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.
Lisa Benchaabane (CRD# 4663298) is an Investment Advisor Representative working at Edelman Financial Engines in Rochester, NY and has over 20 years of experience in the finance industry.
Michael Bianchi (CRD# 1645407) 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.
Thomas Burke (CRD# 1217162) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 29 years of experience in the finance industry.
Bryce Carey (CRD# 5547015) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 11 years of experience in the finance industry. Bryce Carey 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.