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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
Kelly La Voie (CRD# 2909124) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 24 years of experience in the finance industry.
Frederick Lowe (CRD# 2861323) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 27 years of experience in the finance industry.
Kenneth Marienau (CRD# 4007536) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 24 years of experience in the finance industry.
Scott McKay (CRD# 4607626) is an Investment Advisor Representative working at Creative Planning in Rochester, NY and has over 21 years of experience in the finance industry. Scott McKay 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.
Jason Mosher (CRD# 3070810) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Canandaigua, NY and has over 25 years of experience in the finance industry. Jason Mosher 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 Nesbitt (CRD# 2436677) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bath, NY and has over 29 years of experience in the finance industry.
John Price (CRD# 5426198) is an Investment Advisor Representative working at Edward Jones in Honeoye Falls, NY and has over 16 years of experience in the finance industry.
Donald Rayburn (CRD# 6299895) is an Investment Advisor Representative working at Edward Jones in Geneva, NY and has over 10 years of experience in the finance industry.
Harvey Reiner (CRD# 3197022) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, NY and has over 24 years of experience in the finance industry.
William Rogers (CRD# 402967) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livonia, NY and has over 39 years of experience in the finance industry.