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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
Julie Murphy (CRD# 4764571) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amherst, NY and has over 19 years of experience in the finance industry. Julie Murphy 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.
Ikenna Nnuji (CRD# 6567437) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Amherst, NY and has over 8 years of experience in the finance industry.
Patrick Norris (CRD# 1578637) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Amherst, NY and has over 35 years of experience in the finance industry. Patrick Norris 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.
Jeffrey Ott (CRD# 2056012) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 14 years of experience in the finance industry.
Nicholle Overkamp (CRD# 5590409) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 15 years of experience in the finance industry.
Marc Panaro (CRD# 2825966) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 25 years of experience in the finance industry. Marc Panaro 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.
Fredrick Pepperday (CRD# 1437866) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 38 years of experience in the finance industry.
Colin Phoenix (CRD# 5846299) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 13 years of experience in the finance industry. Colin Phoenix 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.
Thomas Pontrello (CRD# 1574884) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 37 years of experience in the finance industry. Thomas Pontrello 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.
Duane Pusch (CRD# 3257950) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 24 years of experience in the finance industry.