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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
Alysia Miller (CRD# 6781274) 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.
James Miller (CRD# 2001315) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 34 years of experience in the finance industry. James Miller 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.
Jonathan Miller (CRD# 4506066) is an Investment Advisor Representative working at Commonwealth Financial Network in Lockport, NY and has over 21 years of experience in the finance industry.
Todd Miller (CRD# 2657227) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsville, NY and has over 28 years of experience in the finance industry.
Timothy Minneci (CRD# 5536348) is an Investment Advisor Representative working at Timothy C. Minneci in Williamsville, NY and has over 15 years of experience in the finance industry.
Anju Mohindru (CRD# 5427719) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Glendale, CA and has over 16 years of experience in the finance industry.
Alan Mollot (CRD# 816494) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amherst, NY and has over 38 years of experience in the finance industry. Alan Mollot 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.
David Moore (CRD# 1324619) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 39 years of experience in the finance industry. David Moore 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.
Joel Morawski (CRD# 3078209) is an Investment Advisor Representative working at Private Advisor Group, LLC in Williamsville, NY and has over 25 years of experience in the finance industry. Joel Morawski 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.
Mark Morlock (CRD# 2662479) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 27 years of experience in the finance industry.