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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
Stephen Murawski (CRD# 7575148) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Newark, NY and has 1 year of experience in the finance industry.
Domtilla Neri (CRD# 7815862) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Auburn, NY and has 1 year of experience in the finance industry.
John Neri (CRD# 7794067) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jordan, NY and has 1 year of experience in the finance industry.
Daniel Ortiz (CRD# 7068057) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 5 years of experience in the finance industry.
Earl Phillips (CRD# 1775959) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, NY and has over 35 years of experience in the finance industry.
Ryan Pine (CRD# 4848779) is an Investment Advisor Representative working at Genesee Capital Advisors, LLC in Auburn, NY and has over 18 years of experience in the finance industry.
Susan Priem (CRD# 1449418) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 36 years of experience in the finance industry. Susan Priem 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.
David Quick (CRD# 3095258) 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. David Quick 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.
Roger Ramsay (CRD# 854712) is an Investment Advisor Representative working at Sar Services, Inc. in Rochester, NY and has over 31 years of experience in the finance industry.
Adam Rayburn (CRD# 7174785) is an Investment Advisor Representative working at Edward Jones in Geneva, NY and has over 4 years of experience in the finance industry.