-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Moshides (CRD# 1085246) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 25 years of experience in the finance industry.
Jonathan Moyer (CRD# 4658619) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 20 years of experience in the finance industry.
Matthew Mullin (CRD# 6547668) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 8 years of experience in the finance industry. Matthew Mullin 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.
Julie Murphy (CRD# 4764571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amherst, NY and has over 20 years of experience in the finance industry. Julie Murphy 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 Naffky (CRD# 5477998) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 16 years of experience in the finance industry.
Stephen Nicholson (CRD# 2505361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 29 years of experience in the finance industry.
Ann Nicholson Wright (CRD# 1265947) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 40 years of experience in the finance industry.
Ikenna Nnuji (CRD# 6567437) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Amherst, NY and has over 8 years of experience in the finance industry.
Patrick Norris (CRD# 1578637) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Amherst, NY and has over 35 years of experience in the finance industry. Patrick Norris 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.
Donald Nowak (CRD# 6495530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williamsville, NY and has over 8 years of experience in the finance industry.