-
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
Jeanne Holmes (CRD# 4646401) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Buffalo, NY and has over 20 years of experience in the finance industry.
Paul Hutchings (CRD# 6771338) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 5 years of experience in the finance industry.
Sonja Jensen-Schell (CRD# 6579140) is an Investment Advisor Representative working at Edward Jones in Hamburg, NY and has over 8 years of experience in the finance industry.
Richard Jerome (CRD# 2652200) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 28 years of experience in the finance industry.
Jennifer Jurek (CRD# 2709334) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 28 years of experience in the finance industry. Jennifer Jurek 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.
Andrew Kelley (CRD# 4996262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hamburg, NY and has over 18 years of experience in the finance industry.
Gregory Kozerski (CRD# 3125031) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 25 years of experience in the finance industry. Gregory Kozerski 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.
Jennifer Krieger Radziwon (CRD# 2077174) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orchard Park, NY and has over 33 years of experience in the finance industry.
Kyle Leikam (CRD# 5865848) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 13 years of experience in the finance industry.
Julianne Lepo (CRD# 4205675) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 23 years of experience in the finance industry.