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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
Leah Granger (CRD# 5405155) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 15 years of experience in the finance industry. Leah Granger 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.
Catherine Gueli (CRD# 7058910) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 5 years of experience in the finance industry.
Todd Gunther (CRD# 2484767) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 25 years of experience in the finance industry.
Susan Halpern (CRD# 726586) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 21 years of experience in the finance industry.
Zachary Harrington (CRD# 6199685) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Daniel Hayes (CRD# 3195791) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 25 years of experience in the finance industry.
David Henion (CRD# 4390559) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has 1 year of experience in the finance industry.
Reginal Hynes (CRD# 2588657) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 29 years of experience in the finance industry.
Marc Johnson (CRD# 1438074) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 38 years of experience in the finance industry.
Mark Jones (CRD# 4442200) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry. Mark 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.