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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
Joseph Altobelli (CRD# 3259077) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 24 years of experience in the finance industry. Joseph Altobelli 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.
Daniel Benati (CRD# 2684203) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Webster, NY and has over 28 years of experience in the finance industry.
Stephen Bottcher (CRD# 4282016) is an Investment Advisor Representative working at Russell Investments in Webster, NY and has over 21 years of experience in the finance industry.
Keith Condemi (CRD# 2220446) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Webster, NY and has over 31 years of experience in the finance industry.
James Cornehlsen (CRD# 4589630) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has 1 year of experience in the finance industry.
Robert Hayes (CRD# 5699084) is an Investment Advisor Representative working at Bright Futures Wealth Management, LLC in Webster, NY and has over 14 years of experience in the finance industry.
Rita Labeta (CRD# 6328125) is an Investment Advisor Representative working at Lpl Financial LLC in Webster, NY and has over 9 years of experience in the finance industry.
Patrice Lancelot (CRD# 2108431) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Webster, NY and has over 18 years of experience in the finance industry.
Joel Maness (CRD# 3249609) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 24 years of experience in the finance industry.
Richard Marlin (CRD# 1189436) is an Investment Advisor Representative working at Edward Jones in Webster, NY and has over 40 years of experience in the finance industry.