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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
Casey Nuchereno (CRD# 6806352) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 5 years of experience in the finance industry.
Louis Nuchereno (CRD# 2485071) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 29 years of experience in the finance industry.
Eugene O'connor (CRD# 1834776) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 32 years of experience in the finance industry. Eugene O'connor 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.
Laura O'geen (CRD# 2895657) is an Investment Advisor Representative working at Lpl Financial LLC in Clarence, NY and has over 27 years of experience in the finance industry.
Erik O'neill (CRD# 1771548) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 28 years of experience in the finance industry. Erik O'neill 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.
Jeffrey Ott (CRD# 2056012) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 15 years of experience in the finance industry.
Nicholle Overkamp (CRD# 5590409) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 15 years of experience in the finance industry.
Marc Panaro (CRD# 2825966) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 25 years of experience in the finance industry. Marc Panaro 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.
Peter Pane (CRD# 6302761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 10 years of experience in the finance industry.
Justin Paterson (CRD# 4334904) is an Investment Advisor Representative working at Prudential Financial Planning Services in Tonawanda, NY and has over 13 years of experience in the finance industry.