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Distance Only Clarence, NY
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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
Michael Kaminska (CRD# 7823035) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has 1 year of experience in the finance industry.
Jacob Katz (CRD# 6370647) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 9 years of experience in the finance industry. Jacob Katz 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.
Dawn Maher (CRD# 5859867) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 10 years of experience in the finance industry.
Christina Norman (CRD# 3219393) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 10 years of experience in the finance industry.
Ronald Ripstein (CRD# 2275749) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 31 years of experience in the finance industry.
Tracy Sherwood (CRD# 7187659) is an Investment Advisor Representative working at Sherwood Financial Management in Clarence, NY and has 1 year of experience in the finance industry. Tracy Sherwood 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.
Jayce Wallace (CRD# 5562375) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has over 12 years of experience in the finance industry. Jayce Wallace 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.