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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
Leann Hill (CRD# 6759708) is an Investment Advisor Representative working at Edward Jones in Avon, NY and has over 7 years of experience in the finance industry.
Jeffrey Humbert (CRD# 6924074) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Victor, NY and has over 5 years of experience in the finance industry. Jeffrey Humbert 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.
Daniel Jones (CRD# 5103145) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 17 years of experience in the finance industry. Daniel Jones 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.
Frederick Lowe (CRD# 2861323) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 27 years of experience in the finance industry.
Jason Mosher (CRD# 3070810) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Canandaigua, NY and has over 25 years of experience in the finance industry. Jason Mosher 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.
David Nesbitt (CRD# 2436677) is an Investment Advisor Representative working at Lpl Financial LLC in Bath, NY and has over 29 years of experience in the finance industry.
Peter Newman (CRD# 1554224) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 37 years of experience in the finance industry.
David Piano (CRD# 5994833) is an Investment Advisor Representative working at Piano Wealth Management in Victor, NY and has over 12 years of experience in the finance industry.
Matthew Pitti (CRD# 5189670) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 17 years of experience in the finance industry.