-
Distance Only Canandaigua, NY
-
COMPENSATION Either
-
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
Jacob Carrier (CRD# 7115214) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 4 years of experience in the finance industry.
Ashley D'agostino (CRD# 5665056) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 14 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.
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.
Wade Sarkis (CRD# 1673696) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 36 years of experience in the finance industry. Wade Sarkis 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 Stalker (CRD# 4942460) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 18 years of experience in the finance industry.
Nathan Van Bortel (CRD# 6131088) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 10 years of experience in the finance industry.