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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
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.
David Younis (CRD# 4679844) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 20 years of experience in the finance industry. David Younis 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.
Nancy Woolver (CRD# 5700128) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 14 years of experience in the finance industry.
Adam Ambielli (CRD# 6334393) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 8 years of experience in the finance industry.
Angela Babcock (CRD# 4332669) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 11 years of experience in the finance industry.
Lea Bancroft (CRD# 1948250) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mt. Morris, NY and has over 34 years of experience in the finance industry.
Joseph Barcellona (CRD# 5976472) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has over 12 years of experience in the finance industry. Joseph Barcellona 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.
Russell Barone (CRD# 4091012) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 24 years of experience in the finance industry.
Thomas Beers (CRD# 7096726) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hornell, NY and has 1 year of experience in the finance industry.
Dana Bell (CRD# 5261380) is an Investment Advisor Representative working at Bell Rock Asset Management LLC in Victor, NY and has over 13 years of experience in the finance industry.