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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
Michael Hoeflich (CRD# 6058486) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 11 years of experience in the finance industry.
James Horn (CRD# 5495146) is an Investment Advisor Representative working at Edelman Financial Engines in Amherst, NY and has over 15 years of experience in the finance industry.
Thomas Huebsch (CRD# 5305868) is an Investment Advisor Representative working at Primerica Advisors in Buffalo, NY and has over 17 years of experience in the finance industry.
Sean Huff (CRD# 6345088) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has over 9 years of experience in the finance industry.
Nathan Ibarra (CRD# 4534506) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, NY and has over 21 years of experience in the finance industry.
Gerald Jack (CRD# 1011188) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 39 years of experience in the finance industry.
Winfred Jacob (CRD# 1216951) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 40 years of experience in the finance industry. Winfred Jacob 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.
Tahir Jaffri (CRD# 2552066) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 28 years of experience in the finance industry.
Taylor Jaquays (CRD# 6831071) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Williamsville, NY and has over 6 years of experience in the finance industry.
Magdalena Jaworska (CRD# 5925648) is an Investment Advisor Representative working at Arbor Capital Management Corp in Amherst, NY and has 1 year of experience in the finance industry.