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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
Kaelah Granger (CRD# 5969325) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Geneseo, NY and has over 2 years of experience in the finance industry. Kaelah Granger 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.
Collin Hawes (CRD# 5069063) is an Investment Advisor Representative working at Lpl Financial LLC in Geneseo, NY and has over 16 years of experience in the finance industry.
Michael McNaughton (CRD# 2078200) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 33 years of experience in the finance industry. Michael McNaughton 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 Schmitz (CRD# 2789711) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 27 years of experience in the finance industry.
Craig Abbott (CRD# 3063370) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 25 years of experience in the finance industry.
Susan Acker (CRD# 2814482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 27 years of experience in the finance industry.
Timothy Acker (CRD# 6538852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 8 years of experience in the finance industry.
Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Lori Alberts (CRD# 2574827) is an Investment Advisor Representative working at Brighton Securities Corp. in Rochester, NY and has over 21 years of experience in the finance industry.
Jason Alexander (CRD# 3256371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 24 years of experience in the finance industry.