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Distance Only West Seneca, NY
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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
Brian Clouden (CRD# 4525664) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 21 years of experience in the finance industry.
John Clouden (CRD# 2563999) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 29 years of experience in the finance industry.
Caitlin Derose (CRD# 6034660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Seneca, NY and has over 11 years of experience in the finance industry.
Jeffrey Haxton (CRD# 5756656) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 14 years of experience in the finance industry. Jeffrey Haxton 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.
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.
Jennifer Jurek (CRD# 2709334) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 27 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.
Joseph Loschiavo (CRD# 5013305) is an Investment Advisor Representative working at Lpl Financial LLC in West Seneca, NY and has over 18 years of experience in the finance industry.
Summer McKellar (CRD# 5693583) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 11 years of experience in the finance industry.
Shawn McLaughlin (CRD# 4378266) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 22 years of experience in the finance industry.
Ryan O'connor (CRD# 5928179) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Seneca, NY and has over 11 years of experience in the finance industry.