-
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
Anthony Rossi (CRD# 405339) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 34 years of experience in the finance industry.
Mark Santelli (CRD# 2205235) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Webster, NY and has over 31 years of experience in the finance industry.
Frederic Scarpulla (CRD# 2050038) is an Investment Advisor Representative working at Lifemark Securities Corp. in Webster, NY and has over 32 years of experience in the finance industry.
Lindsey Simek (CRD# 6979602) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 3 years of experience in the finance industry.
Eugene Skic (CRD# 1153437) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 34 years of experience in the finance industry.
Alexander Stuver (CRD# 7036168) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Webster, NY and has over 4 years of experience in the finance industry.
James Durso (CRD# 1238404) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Webster, NY and has over 40 years of experience in the finance industry.
Sam joined W&S Management Services in the spring of 2021, after nearly a decade at Fidelity and ESL Investment Services LLC. Sam is passionate and takes a client centered approach to financial planning. He came to W&S Management as a remedy to the high fees, poor communication and improper risks he often sees elsewhere in the financial services industry. He is excited to apply his expertise in a fee only environment where the needs and financial outcomes of the client come first.
Salvatore Paternico (CRD# 6316104) is an Investment Advisor Representative working...
Craig Abbott (CRD# 3063370) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 25 years of experience in the finance industry.
Susan Acker (CRD# 2814482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 27 years of experience in the finance industry.