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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
Nicholas Kelley (CRD# 7096725) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hornell, NY and has over 2 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.
Carolyn Phillips (CRD# 4682638) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mt. Morris, NY and has over 20 years of experience in the finance industry.
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.
Jessica Sullivan (CRD# 5590533) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Arcade, NY and has over 14 years of experience in the finance industry.
Andrew Swartwout (CRD# 2478664) is an Investment Advisor Representative working at Silver Grove Advisory Services in Arcade, NY and has over 29 years of experience in the finance industry.
Christine Warner (CRD# 4001584) is an Investment Advisor Representative working at Monticello Financial Advisors in Livonia, NY and has over 19 years of experience in the finance industry.