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Distance Only Williamsville, 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
George Di Matteo (CRD# 1189418) is an Investment Advisor Representative working at Morgan Stanley in Williamsville, NY and has over 28 years of experience in the finance industry.
Emily Dittemore (CRD# 6107390) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamsville, NY and has over 8 years of experience in the finance industry.
Blake Dougherty (CRD# 6524689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 8 years of experience in the finance industry.
George Dougherty (CRD# 4193502) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Williamsville, NY and has over 23 years of experience in the finance industry.
Kevin Dunford (CRD# 4744898) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 20 years of experience in the finance industry.
Philip Durkin (CRD# 1140377) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsville, NY and has over 36 years of experience in the finance industry.
Nicholas Efthemis (CRD# 2821400) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 27 years of experience in the finance industry. Nicholas Efthemis 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.
David Fadel (CRD# 1253770) is an Investment Advisor Representative working at West Branch Capital LLC in Williamsville, NY and has over 39 years of experience in the finance industry. David Fadel 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.
Carrie Fahey (CRD# 1475178) is an Investment Advisor Representative working at Fahey Financial in Williamsville, NY and has over 38 years of experience in the finance industry. Carrie Fahey 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 Fahey (CRD# 6972698) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Williamsville, NY and has over 5 years of experience in the finance industry. Joseph Fahey 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.