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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
Alexander Jordan (CRD# 6098125) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Buffalo, NY and has over 7 years of experience in the finance industry. Alexander Jordan 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.
Eugene Jordan (CRD# 727773) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Buffalo, NY and has over 29 years of experience in the finance industry. Eugene Jordan 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.
Jennifer Jurek (CRD# 2709334) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 28 years of experience in the finance industry. Jennifer Jurek 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.
Timothy Kane (CRD# 2630007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 28 years of experience in the finance industry.
Matthew Kapanek (CRD# 5077317) is an Investment Advisor Representative working at Next Financial Group, Inc. in Williamsville, NY and has over 10 years of experience in the finance industry.
Brian Katz (CRD# 2426045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 30 years of experience in the finance industry.
James Keddie (CRD# 5390185) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 16 years of experience in the finance industry.
Austin Kelly (CRD# 5101407) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 18 years of experience in the finance industry. Austin Kelly 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.
Nicholas Kelly (CRD# 4937703) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 19 years of experience in the finance industry.
Christopher Kempton (CRD# 2132374) is an Investment Advisor Representative working at Global Retirement Partners LLC in Buffalo, NY and has over 33 years of experience in the finance industry.