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Distance Only Hamburg, 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
Joseph Gunning (CRD# 5693817) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hamburg, NY and has over 14 years of experience in the finance industry.
Joshua Haueise (CRD# 6860096) is an Investment Advisor Representative working at Commonwealth Financial Network in Hamburg, NY and has over 6 years of experience in the finance industry. Joshua Haueise 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.
Tyler Marriott-Wells (CRD# 7158508) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hamburg, NY and has over 4 years of experience in the finance industry.
Patricia Sargent (CRD# 4683816) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hamburg, NY and has over 20 years of experience in the finance industry. Patricia Sargent 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 Silkowski (CRD# 6043088) is an Investment Advisor Representative working at Lpl Financial LLC in Hamburg, NY and has over 11 years of experience in the finance industry.
Ronald Yoviene (CRD# 2170318) is an Investment Advisor Representative working at Commonwealth Financial Network in Hamburg, NY and has over 32 years of experience in the finance industry.