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Distance Only Victor, NY
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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
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.
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.
Peter Newman (CRD# 1554224) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in South Burlington, VT and has over 37 years of experience in the finance industry.
David Piano (CRD# 5994833) is an Investment Advisor Representative working at Piano Wealth Management in Victor, NY and has over 12 years of experience in the finance industry.
Matthew Pitti (CRD# 5189670) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 17 years of experience in the finance industry.
Salvatore Pitti (CRD# 2541280) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 29 years of experience in the finance industry. Salvatore Pitti 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.
Jacob Sadwick (CRD# 6594961) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 5 years of experience in the finance industry. Jacob Sadwick 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.
Thomas Shortslef (CRD# 1718058) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 33 years of experience in the finance industry.
David Younis (CRD# 4679844) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 20 years of experience in the finance industry. David Younis 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.
Nancy Woolver (CRD# 5700128) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 14 years of experience in the finance industry.