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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
Scott Ditzell (CRD# 5764738) is an Investment Advisor Representative working at Mml Investors Services, LLC in Phelps, NY and has over 13 years of experience in the finance industry.
Bradley Donner (CRD# 1861531) is an Investment Advisor Representative working at Cl Wealth Management LLC in Canandaigua, NY and has over 35 years of experience in the finance industry.
Christine Embling (CRD# 2257548) is an Investment Advisor Representative working at Esi Financial Advisors in Rochester, NY and has over 31 years of experience in the finance industry.
Marcia Ford (CRD# 1095869) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, NY and has over 38 years of experience in the finance industry.
Kevin Garden (CRD# 6041166) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 12 years of experience in the finance industry. Kevin Garden 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.
Austin Gilbert (CRD# 4125474) is an Investment Advisor Representative working at Gilbert Financial, LLC in Honeoye Falls, NY and has over 17 years of experience in the finance industry.
John Haugh (CRD# 2802866) is an Investment Advisor Representative working at Hyjc Capital Of Wny in Lakeville, NY and has over 27 years of experience in the finance industry. John Haugh 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.
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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.
Leann Hill (CRD# 6759708) is an Investment Advisor Representative working at Edward Jones in Avon, NY and has over 7 years of experience in the finance industry.
Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 9 years of experience in the finance industry.