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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
Amy Kane (CRD# 3269393) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Geneva, NY and has over 23 years of experience in the finance industry.
Brian Kelly (CRD# 2201407) is an Investment Advisor Representative working at Vicus Capital, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Thomas Kingsley (CRD# 2808421) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 26 years of experience in the finance industry.
Robert Koczent (CRD# 2734551) is an Investment Advisor Representative working at Lpl Financial LLC in Penn Yan, NY and has over 27 years of experience in the finance industry.
Kathryn Kubiak-Rizzone (CRD# 7358547) is an Investment Advisor Representative working at About Time Financial Planning in Rochester, NY and has over 3 years of experience in the finance industry. Kathryn Kubiak-Rizzone 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.
Jeffrey Lamarca (CRD# 3116241) is an Investment Advisor Representative working at Marcellus Capital Management, LLC in Skaneateles, NY and has over 23 years of experience in the finance industry.
Jered Maloney (CRD# 6654128) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 3 years of experience in the finance industry.
William Masucci (CRD# 1267408) is an Investment Advisor Representative working at Royale Asset Management LLC in Rochester, NY and has over 39 years of experience in the finance industry.
John McCarthy (CRD# 2050338) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clifton Springs, NY and has over 32 years of experience in the finance industry.
Deanna Morell (CRD# 3056476) is an Investment Advisor Representative working at Commonwealth Financial Network in Palmyra, NY and has over 25 years of experience in the finance industry. Deanna Morell 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.