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Distance Metro area (25 miles)
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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
Corey Malstrom (CRD# 4822008) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 19 years of experience in the finance industry. Corey Malstrom 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.
Kelly Martin (CRD# 6673831) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Amherst, NY and has over 6 years of experience in the finance industry.
Jeffrey May (CRD# 5465072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 16 years of experience in the finance industry.
Katherine McLernon (CRD# 2108915) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 32 years of experience in the finance industry.
Rodd McMinn (CRD# 2340048) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 30 years of experience in the finance industry.
James Miller (CRD# 2001315) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 34 years of experience in the finance industry. James Miller 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.
Alan Mollot (CRD# 816494) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amherst, NY and has over 38 years of experience in the finance industry. Alan Mollot 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.
John Moshides (CRD# 1085246) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 25 years of experience in the finance industry.
Jonathan Moyer (CRD# 4658619) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 20 years of experience in the finance industry.
Matthew Mullin (CRD# 6547668) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 8 years of experience in the finance industry. Matthew Mullin 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.