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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
Robert Just (CRD# 1834237) is an Investment Advisor Representative working at Main Street Wealth Management, LLC in Baldwinsville, NY and has over 35 years of experience in the finance industry. Robert Just 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.
Shaun Kimball (CRD# 2071369) is an Investment Advisor Representative working at Cuso Financial Services in Baldwinsville, NY and has over 33 years of experience in the finance industry.
Michael Klein (CRD# 5558592) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keuka Park, NY and has over 15 years of experience in the finance industry.
Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Marc Kreuser (CRD# 2594123) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newark, NY and has over 28 years of experience in the finance industry. Marc Kreuser 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.
Kelly La Voie (CRD# 2909124) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 24 years of experience in the finance industry.
Robert Landis (CRD# 6837609) is an Investment Advisor Representative working at Edward Jones in Moravia, NY and has over 6 years of experience in the finance industry.
Devon Littlefield (CRD# 3152964) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, NY and has over 25 years of experience in the finance industry.
Kenneth Marienau (CRD# 4007536) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 24 years of experience in the finance industry.
Scott McKay (CRD# 4607626) is an Investment Advisor Representative working at Creative Planning in Rochester, NY and has over 21 years of experience in the finance industry. Scott McKay 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.