-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jennifer Fox (CRD# 4394369) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 12 years of experience in the finance industry.
Laura Frood (CRD# 4211953) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 23 years of experience in the finance industry.
Neil Frood (CRD# 4483525) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 19 years of experience in the finance industry.
Samuel Galatioto (CRD# 4957257) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 18 years of experience in the finance industry.
Michael Garofalo (CRD# 2678306) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 28 years of experience in the finance industry.
David Germano (CRD# 4100592) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Rochester, NY and has over 24 years of experience in the finance industry. David Germano 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.
Dawn Gilchrist (CRD# 5422108) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 16 years of experience in the finance industry.
Justin Goldman (CRD# 3142376) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 25 years of experience in the finance industry.
Koen Goorman (CRD# 2249789) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 31 years of experience in the finance industry.