-
Distance Only East Amherst, NY
-
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
John Ariola (CRD# 2143300) is an Investment Advisor Representative working at Avantax Advisory Services in East Amherst, NY and has over 32 years of experience in the finance industry.
Rosanne Braxton (CRD# 4373612) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry. Rosanne Braxton 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.
Katie Catanzaro (CRD# 5370580) is an Investment Advisor Representative working at Lpl Financial LLC in East Amherst, NY and has over 16 years of experience in the finance industry.
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping pre-retirees transition in to retirement with special emphasis on tax efficiency.
I believe that a financial advisor should adhere to the following standards:
- Honesty
- Integrity
- Competency
- Respect
- Timely Service
- Holistic Approach to Pesonal Finance
I am a Partner & Vice President of Level Financial Advisors, a Registered Investment Advisor located in Buffalo, NY. I have been working with families to manage their investments and provide financial advice since 2007.
I have taken additional exams to...
Seth Hamilton (CRD# 6941298) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Amherst, NY and has over 5 years of experience in the finance industry.
Sean Hayden (CRD# 5589717) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Amherst, NY and has over 14 years of experience in the finance industry.
James Hedges (CRD# 5335632) is an Investment Advisor Representative working at Harvest Capital Assets, LLC in East Amherst, NY and has over 16 years of experience in the finance industry.
Winfred Jacob (CRD# 1216951) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 40 years of experience in the finance industry. Winfred Jacob 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.
Anthony Leo (CRD# 2783899) is an Investment Advisor Representative working at Lpl Financial LLC in East Amherst, NY and has over 27 years of experience in the finance industry.
Alexander Skabry (CRD# 5251079) is an Investment Advisor Representative working at Harvest Capital Assets, LLC in East Amherst, NY and has over 17 years of experience in the finance industry.