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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
Steven Trusso (CRD# 838100) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Buffalo, NY and has over 32 years of experience in the finance industry.
Troy Vincent (CRD# 4909403) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 19 years of experience in the finance industry.
Jeffrey Wolniewicz (CRD# 5997883) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry. Jeffrey Wolniewicz 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.
Taunya Abaya (CRD# 7368956) is an Investment Advisor Representative working at Abaya Wealth Management LLC in Buffalo, NY and has over 7 years of experience in the finance industry. Taunya Abaya 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.
Patrick Allaire (CRD# 1720700) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Buffalo, NY and has over 23 years of experience in the finance industry.
Stephanie Aloi (CRD# 5797331) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 6 years of experience in the finance industry.
Teresa Barie (CRD# 2512324) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 29 years of experience in the finance industry. Teresa Barie 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.
Sarah Boser (CRD# 7486602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bradford, PA and has 1 year of experience in the finance industry.
Joseph Chappius (CRD# 5928163) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry.
Scott Derwick (CRD# 3146641) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 25 years of experience in the finance industry. Scott Derwick 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.