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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 Rood (CRD# 1027869) is an Investment Advisor Representative working at Lpl Financial LLC in Camillus, NY and has over 40 years of experience in the finance industry.
John Sammut (CRD# 2634085) is an Investment Advisor Representative working at Commonwealth Financial Network in Skaneateles, NY and has over 28 years of experience in the finance industry.
Ryan Schwedfeger (CRD# 5697286) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canandaigua, NY and has over 14 years of experience in the finance industry.
Charles Shaw (CRD# 6026263) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 11 years of experience in the finance industry.
Frederick Shibel (CRD# 1121121) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 30 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.
Brian Stinson (CRD# 6989606) is an Investment Advisor Representative working at Edward Jones in Camillus, NY and has over 5 years of experience in the finance industry.
Erin Thaete (CRD# 6946907) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 5 years of experience in the finance industry.
Tim Vangorder (CRD# 4532738) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 21 years of experience in the finance industry.
Andrew Ward (CRD# 6590137) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 8 years of experience in the finance industry. Andrew Ward 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.