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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
Brannigan Judge (CRD# 5366429) is an Investment Advisor Representative working at Decisional Wealth Advisors LLC in Rochester, NY and has over 16 years of experience in the finance industry.
Suzanne Kane (CRD# 3142669) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 23 years of experience in the finance industry.
Patrick Kelly (CRD# 5939108) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 11 years of experience in the finance industry.
Patrick Kelly (CRD# 1228331) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 39 years of experience in the finance industry.
Scott Klatt (CRD# 1548346) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 37 years of experience in the finance industry. Scott Klatt 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.
Sandra Kobel (CRD# 1349655) is an Investment Advisor Representative working at Next Financial Group, Inc. in Rochester, NY and has over 38 years of experience in the finance industry. Sandra Kobel 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.
Galina Kolossovsky (CRD# 4389205) is an Senior VP - Financial Advisor working at RBC Wealth Management in Rochester, NY and has over 23 years of experience in the financial services industry.
Provides personalized financial planning advice and analysis including retirement planning, wealth management and estate planning.
Patricia Kwiatkowski (CRD# 2854855) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 25 years of experience in the finance industry.
Susan Kyle (CRD# 3143033) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 20 years of experience in the finance industry.