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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
Steven Braverman (CRD# 706647) is an Investment Advisor Representative working at Steven Charles Capital Ltd in Rochester, NY and has over 39 years of experience in the finance industry.
James Burke (CRD# 2226672) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 29 years of experience in the finance industry. James Burke 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.
Nicholas Caracci (CRD# 6574095) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.
Brett Caroselli (CRD# 4695791) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 20 years of experience in the finance industry.
Bryan Castro (CRD# 4707368) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Aurora, NY and has over 20 years of experience in the finance industry. Bryan Castro 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.
Jamie Catalfamo (CRD# 6300879) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
John Conquest (CRD# 2379156) is an Investment Advisor Representative working at Lincoln Investment in Rochester, NY and has over 30 years of experience in the finance industry.
Melissa Cropo (CRD# 5757536) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 12 years of experience in the finance industry.
Frederick Cyprys (CRD# 1095234) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 27 years of experience in the finance industry.
Paul Deagle (CRD# 6755218) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Morris, NY and has over 17 years of experience in the finance industry. Paul Deagle 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.