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Distance Only Amherst, 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
Jeffrey Kney (CRD# 4544751) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 21 years of experience in the finance industry. Jeffrey Kney 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.
Michael Kreuzer (CRD# 4963095) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in Amherst, NY and has over 14 years of experience in the finance industry.
Lee Kroening (CRD# 1867382) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 35 years of experience in the finance industry. Lee Kroening 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.
Christopher Lauer (CRD# 1056567) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 31 years of experience in the finance industry.
Joshua Lauer (CRD# 6017344) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 10 years of experience in the finance industry.
Gerald Lewandowski (CRD# 706171) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 34 years of experience in the finance industry. Gerald Lewandowski 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 Lipsitz (CRD# 5013621) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amherst, NY and has over 18 years of experience in the finance industry. Joseph Lipsitz 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.
Max Lipsitz (CRD# 6201176) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amherst, NY and has over 9 years of experience in the finance industry. Max Lipsitz 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.
Christopher Lotempio (CRD# 5531478) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 15 years of experience in the finance industry.
John Lunghino (CRD# 2400782) is an Investment Advisor Representative working at Wny Asset Management, LLC in Amherst, NY and has over 30 years of experience in the finance industry.