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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
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.
Teresa Hemann (CRD# 5007913) is an Investment Advisor Representative working at Lincoln Investment in Rochester, NY and has over 11 years of experience in the finance industry.
Leann Hill (CRD# 6759708) is an Investment Advisor Representative working at Edward Jones in Avon, NY and has over 7 years of experience in the finance industry.
I am an entrepreneur who focuses on providing financial planning and investment management services. I help my clients build, manage, protect and transition their wealth. We help our clients build their wealth by guiding their investment selections in their retirement plans. We help our clients manage their wealth after they have retired. We help our clients protect their wealth through the use of various insurances and wills. We ultimately help our clients transition their wealth to their heirs through the use of an estate plan.
We work with clients in any phase of their life who are looking...
Wayne Holly (CRD# 1019229) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Brian Hopper (CRD# 5888397) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 13 years of experience in the finance industry.
Sean Huff (CRD# 6345088) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has over 9 years of experience in the finance industry.
Brian Katz (CRD# 2426045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 30 years of experience in the finance industry.
Kathryn Keenan (CRD# 6991058) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 5 years of experience in the finance industry.