-
Distance Only Getzville, 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
Kathleen Flynn (CRD# 5658152) is an Investment Advisor Representative working at Eagle Strategies LLC in Getzville, NY and has over 14 years of experience in the finance industry.
Brian Laible (CRD# 4774488) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has over 23 years of experience in the finance industry. Brian Laible 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.
Timothy McMahon (CRD# 1866012) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Getzville, NY and has over 35 years of experience in the finance industry.
Micah Puscheck (CRD# 5702851) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Getzville, NY and has over 13 years of experience in the finance industry.
Mark Collard (CRD# 4209319) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has over 23 years of experience in the finance industry.
Lindsay Glassman (CRD# 7344993) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has 1 year of experience in the finance industry. Lindsay Glassman 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.
Joshua Jeff (CRD# 7319112) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Getzville, NY and has over 2 years of experience in the finance industry.
Joshua Kaplan (CRD# 5930106) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has 1 year of experience in the finance industry.
Michael Lis (CRD# 6063913) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Getzville, NY and has over 11 years of experience in the finance industry.
Siddharth Patel (CRD# 7159438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Getzville, NY and has over 4 years of experience in the finance industry.