-
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
Kenneth Hines (CRD# 1222691) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 40 years of experience in the finance industry.
Kenton Hines (CRD# 6686085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 7 years of experience in the finance industry.
Philip Hofmeister (CRD# 3037124) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rochester, NY and has over 26 years of experience in the finance industry.
Kristin Holbrook (CRD# 6543022) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.
William Holden (CRD# 4733439) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 18 years of experience in the finance industry.
Robert Benjamin Holland Iii (CRD# 6386876) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pittsford, NY and has over 9 years of experience in the finance industry.
Brett Holley (CRD# 5294488) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pittsford, NY and has over 16 years of experience in the finance industry.
I am an entrepreneur who focuses on providing financial planning and investment management services. I help my clients build, manage, protect and transition their wealth. We help our clients build their wealth by guiding their investment selections in their retirement plans. We help our clients manage their wealth after they have retired. We help our clients protect their wealth through the use of various insurances and wills. We ultimately help our clients transition their wealth to their heirs through the use of an estate plan.
We work with clients in any phase of their life who are looking...
Wayne Holly (CRD# 1019229) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Brian Hopper (CRD# 5888397) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 13 years of experience in the finance industry.