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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
Paul Deagle (CRD# 6755218) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Morris, NY and has over 17 years of experience in the finance industry. Paul Deagle 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.
Adrian Alquinta (CRD# 5343486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 16 years of experience in the finance industry.
Michael Anderson (CRD# 3064278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 25 years of experience in the finance industry.
Victoria Bach (CRD# 2653237) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 28 years of experience in the finance industry.
Michael Battaglia (CRD# 7010758) is an Investment Advisor Representative working at Prudential Financial Planning Services in Batavia, NY and has over 5 years of experience in the finance industry.
Scott Battle (CRD# 2759149) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bloomfield, NY and has over 27 years of experience in the finance industry. Scott Battle 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.
Jonathan Blazick (CRD# 6896643) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 6 years of experience in the finance industry.
April Booth (CRD# 4482025) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Springwater, NY and has over 22 years of experience in the finance industry.
Brittany Buffington (CRD# 5526510) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 15 years of experience in the finance industry. Brittany Buffington 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.
Angelo Costanza (CRD# 6287077) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 10 years of experience in the finance industry.