-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Daniel Benati (CRD# 2684203) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Webster, NY and has over 28 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.
Amy Bennage (CRD# 3073610) is an Investment Advisor Representative working at Prudential Financial Planning Services in Pittsford, NY and has over 25 years of experience in the finance industry.
Nicholas Berno (CRD# 4756300) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 19 years of experience in the finance industry.
John Best (CRD# 4471756) is an Investment Advisor Representative working at Commonwealth Financial Network in Fairport, NY and has over 22 years of experience in the finance industry. John Best 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.
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.
Kathleen Bigelow (CRD# 4184735) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester, NY and has over 23 years of experience in the finance industry.
Jamie Block (CRD# 6464765) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Fairport, NY and has 1 year of experience in the finance industry. Jamie Block 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.
Keith Bock (CRD# 1024241) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rochester, NY and has over 31 years of experience in the finance industry. Keith Bock 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.
Bryan Bonisteel (CRD# 5352271) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, NY and has over 16 years of experience in the finance industry.