-
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
Richard Bentley (CRD# 4777178) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry. Richard Bentley 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.
Aimee Berkemeier (CRD# 7080291) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has over 2 years of experience in the finance industry.
Dean Brockway (CRD# 1407851) is an Investment Advisor Representative working at Lpl Financial LLC in Bath, NY and has over 38 years of experience in the finance industry.
Jacob Carrier (CRD# 7115214) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 4 years of experience in the finance industry.
Curtis Corkey (CRD# 2856532) is an Investment Advisor Representative working at Principal Securities, Inc. in Almond, NY and has over 27 years of experience in the finance industry.
Ashley D'agostino (CRD# 5665056) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 15 years of experience in the finance industry.
Amanda Delmonico (CRD# 6655899) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has 1 year of experience in the finance industry.
Alan Deuel (CRD# 4491168) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 21 years of experience in the finance industry.
Kirk Dougherty (CRD# 7029634) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 4 years of experience in the finance industry.
Bradley Dufrane (CRD# 2656156) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 28 years of experience in the finance industry.