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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
Catherine Gueli (CRD# 7058910) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, NY and has over 5 years of experience in the finance industry.
Todd Gunther (CRD# 2484767) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 26 years of experience in the finance industry.
Deanna Gutta (CRD# 4717019) is an Investment Advisor Representative working at Brighton Securities Corp. in Rochester, NY and has over 7 years of experience in the finance industry.
David Gwynn (CRD# 232599) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 29 years of experience in the finance industry.
John Halleran, Jr. (CRD# 2159216) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has over 32 years of experience in the finance industry.
Susan Halpern (CRD# 726586) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 21 years of experience in the finance industry.
Timothy Hammond (CRD# 2408313) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 30 years of experience in the finance industry.
Daniel Hare (CRD# 4686625) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 20 years of experience in the finance industry.
Holly Hare (CRD# 6883582) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 6 years of experience in the finance industry.
John Harms (CRD# 4870259) is an Investment Advisor Representative working at Rfg Advisory, LLC in Pittsford, NY and has over 18 years of experience in the finance industry. John Harms 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.