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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
David Gwynn (CRD# 232599) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 29 years of experience in the finance industry.
Daniel Hare (CRD# 4686625) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 20 years of experience in the finance industry.
Rordan Hart (CRD# 5436871) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 16 years of experience in the finance industry.
Colton Herrington (CRD# 6244797) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 9 years of experience in the finance industry.
Jeffrey Humbert (CRD# 6924074) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Victor, NY and has over 5 years of experience in the finance industry. Jeffrey Humbert 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.
Jeffrey Jock (CRD# 4418581) is an Investment Advisor Representative working at Cuso Financial Services in Auburn, NY and has over 22 years of experience in the finance industry. Jeffrey Jock 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.
Daniel Jones (CRD# 5103145) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 17 years of experience in the finance industry. Daniel Jones 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.
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.
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.