-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Andrew Bartholomew (CRD# 5061678) is an Investment Advisor Representative working at Key Investment Services LLC in Auburn, NY and has over 18 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.
Rob is a founding and co-Managing Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm’s Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families.
His clients depend on his oversight for personal and objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters. His experienced approach to guiding clients through all aspects of financial management has developed over the past 17 years, through experience with...
Kent Brown (CRD# 2006578) is an Investment Advisor Representative working at Avantax Advisory Services in Bath, NY and has over 33 years of experience in the finance industry. Kent Brown 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.
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.
Thomson Chew (CRD# 5850305) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Waterloo, NY and has over 3 years of experience in the finance industry.
Allen Cohen (CRD# 849258) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 43 years of experience in the finance industry.
Bradley Cohen (CRD# 4034110) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 17 years of experience in the finance industry.
Andrea Coladarci (CRD# 5942760) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Rochester, NY and has over 12 years of experience in the finance industry.
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.