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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
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.
Salvatore Pitti (CRD# 2541280) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 29 years of experience in the finance industry. Salvatore Pitti 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.
Jacob Sadwick (CRD# 6594961) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 5 years of experience in the finance industry. Jacob Sadwick 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.
Thomas Shortslef (CRD# 1718058) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 33 years of experience in the finance industry.
Peter Valade (CRD# 6169426) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Victor, NY and has over 9 years of experience in the finance industry.
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.