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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
Nathan Elvers (CRD# 5543258) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 15 years of experience in the finance industry.
Alyssa Girod (CRD# 7032448) is an Investment Advisor Representative working at Prosperity Advisory Group LLC in Victor, NY and has 1 year of experience in the finance industry.
David Green (CRD# 4899414) is an Investment Advisor Representative working at Ever Green Wealth Management, LLC in Victor, NY and has over 19 years of experience in the finance industry.
Robert Gwynn (CRD# 1999062) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 25 years of experience in the finance industry.
Jared Haims (CRD# 4685658) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 20 years of experience in the finance industry. Jared Haims 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.
John Harnish (CRD# 4813106) is an Investment Advisor Representative working at Prosperity Advisory Group LLC in Victor, NY and has over 19 years of experience in the finance industry. John Harnish 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.
Dean Hutchinson (CRD# 5360174) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 16 years of experience in the finance industry. Dean Hutchinson 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.
Kenneth Ingersoll (CRD# 5235229) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 17 years of experience in the finance industry.
Steven Lesko (CRD# 6595309) 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.
Alissa Lusardi (CRD# 7341758) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 2 years of experience in the finance industry.