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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
Ziad Wehbe (CRD# 5773742) is an Investment Advisor Representative working at Balfour Capital Management in Rochester, NY and has over 13 years of experience in the finance industry.
Michele Wilck (CRD# 2191440) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, NY and has over 32 years of experience in the finance industry.
Dwight Winkelman (CRD# 2238566) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Skaneateles, NY and has over 31 years of experience in the finance industry. Dwight Winkelman 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.
Jeremy Wood (CRD# 6296247) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Baldwinsville, NY and has over 9 years of experience in the finance industry.
Jonathan Wordingham (CRD# 6253021) is an Investment Advisor Representative working at Edward Jones in Ontario, NY and has over 10 years of experience in the finance industry.
Daniel Wright (CRD# 5009971) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 16 years of experience in the finance industry.
Michael Adams (CRD# 6155619) is an Investment Advisor Representative working at Primerica Advisors in Baldwinsville, NY and has over 11 years of experience in the finance industry.
Joseph Amoddio (CRD# 7425098) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has 1 year of experience in the finance industry.
Albina Balkic (CRD# 6194000) is an Investment Advisor Representative working at Key Investment Services LLC in Camillus, NY and has over 10 years of experience in the finance industry.
Ruth Banegas (CRD# 6528513) is an Investment Advisor Representative working at Primerica Advisors in Baldwinsville, NY and has over 7 years of experience in the finance industry.