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Distance Only Victor, NY
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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
Anthony Pitti (CRD# 6937470) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 2 years of experience in the finance industry.
Pasquale Reale (CRD# 2300312) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Victor, NY and has over 31 years of experience in the finance industry.
Brian Roes (CRD# 5899620) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 21 years of experience in the finance industry. Brian Roes 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.
Jonathan Spacher (CRD# 851233) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 39 years of experience in the finance industry.
Aletha Steehler (CRD# 2231876) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Victor, NY and has over 29 years of experience in the finance industry.
John Summers (CRD# 1694868) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has over 36 years of experience in the finance industry.
Mark Temperato (CRD# 6017261) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 11 years of experience in the finance industry.
Thomas Tette (CRD# 4067728) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 21 years of experience in the finance industry.
Nick Twentyfive (CRD# 7193084) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 2 years of experience in the finance industry.
Amy Veljovski (CRD# 7340386) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has 1 year of experience in the finance industry.