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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
Dawn Gilchrist (CRD# 5422108) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 16 years of experience in the finance industry.
Justin Goldman (CRD# 3142376) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 25 years of experience in the finance industry.
Koen Goorman (CRD# 2249789) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 31 years of experience in the finance industry.
Michael Grammatico (CRD# 1727344) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 36 years of experience in the finance industry.
Margaret Greer (CRD# 4275505) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 20 years of experience in the finance industry.
Guy Guarrera (CRD# 3033262) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 25 years of experience in the finance industry.
Timothy Hammond (CRD# 2408313) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 30 years of experience in the finance industry.
Richard Harter (CRD# 3075110) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 25 years of experience in the finance industry.
John Haugh (CRD# 2802866) is an Investment Advisor Representative working at Hyjc Capital Of Wny in Lakeville, NY and has over 27 years of experience in the finance industry. John Haugh 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.