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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
James Anderson (CRD# 5842694) is an Investment Advisor Representative working at Edward Jones in East Aurora, NY and has over 13 years of experience in the finance industry.
Michael Anderson (CRD# 3064278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 25 years of experience in the finance industry.
Zachary Armstrong (CRD# 6074547) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 9 years of experience in the finance industry. Zachary Armstrong 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.
Stephen Ashe (CRD# 4394214) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry.
Loren Bailey (CRD# 2693049) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 26 years of experience in the finance industry.
Samuel Barber (CRD# 4750380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 19 years of experience in the finance industry.
Heather Barniak (CRD# 6118581) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 11 years of experience in the finance industry.
Michael Battaglia (CRD# 7010758) is an Investment Advisor Representative working at Prudential Financial Planning Services in Batavia, NY and has over 5 years of experience in the finance industry.
Daniel Bentz (CRD# 6801788) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 6 years of experience in the finance industry.
Linda Black (CRD# 4199042) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 23 years of experience in the finance industry.