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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
Victoria Bach (CRD# 2653237) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 28 years of experience in the finance industry.
Rob is a founding and co-Managing Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm’s Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families.
His clients depend on his oversight for personal and objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters. His experienced approach to guiding clients through all aspects of financial management has developed over the past 17 years, through experience with...
Brittany Buffington (CRD# 5526510) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 15 years of experience in the finance industry. Brittany Buffington 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.
Angelo Costanza (CRD# 6287077) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 10 years of experience in the finance industry.
Aimee Cummings (CRD# 5142758) 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.
Anthony Dejohn (CRD# 6955447) is an Investment Advisor Representative working at Edward Jones in Victor, NY and has over 5 years of experience in the finance industry.
Andrea Ells (CRD# 6263051) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry. Andrea Ells 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.
Louis Giuliano (CRD# 6701756) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has over 6 years of experience in the finance industry.
David Gwynn (CRD# 232599) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 29 years of experience in the finance industry.
Daniel Hare (CRD# 4686625) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 20 years of experience in the finance industry.