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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
Charles Shaw (CRD# 6026263) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 11 years of experience in the finance industry.
Frederick Shibel (CRD# 1121121) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 30 years of experience in the finance industry.
Justin Stevens (CRD# 5544125) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has over 15 years of experience in the finance industry. Justin Stevens 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.
Tim Vangorder (CRD# 4532738) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 21 years of experience in the finance industry.
Andrew Ward (CRD# 6590137) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 8 years of experience in the finance industry. Andrew Ward 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.
Ziad Wehbe (CRD# 5773742) is an Investment Advisor Representative working at Balfour Capital Management in Rochester, NY and has over 13 years of experience in the finance industry.
Michele Wilck (CRD# 2191440) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, NY and has over 32 years of experience in the finance industry.
Dwight Winkelman (CRD# 2238566) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Skaneateles, NY and has over 31 years of experience in the finance industry. Dwight Winkelman 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.
Stephen Wise (CRD# 4500841) is an Investment Advisor Representative working at Edward Jones in Oswego, NY and has over 22 years of experience in the finance industry.
Jeremy Wood (CRD# 6296247) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Baldwinsville, NY and has over 9 years of experience in the finance industry.