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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
Robert Matuszak (CRD# 6092836) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 11 years of experience in the finance industry.
Jeffrey May (CRD# 5465072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 16 years of experience in the finance industry.
Daniel McAuliffe (CRD# 5580330) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 15 years of experience in the finance industry.
Jeffrey McCabe (CRD# 4816478) is an Investment Advisor Representative working at Commonwealth Financial Network in Lockport, NY and has over 19 years of experience in the finance industry. Jeffrey McCabe 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.
Joshua McCarthy (CRD# 6138781) is an Investment Advisor Representative working at Eagle Strategies LLC in Williamsville, NY and has over 11 years of experience in the finance industry.
John McCauley (CRD# 6092880) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 11 years of experience in the finance industry.
Shane McCormick (CRD# 4537024) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.
Melissa McIsaac (CRD# 4126533) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williamsville, NY and has over 23 years of experience in the finance industry.
Summer McKellar (CRD# 5693583) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 11 years of experience in the finance industry.
Eric McKenrick (CRD# 5664942) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 15 years of experience in the finance industry.