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Distance Only Amherst, 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
Victor Anastasia (CRD# 2437133) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amherst, NY and has over 29 years of experience in the finance industry.
Michael Arcuri (CRD# 6670907) is an Investment Advisor Representative working at Pathway Partners Wealth Advisors, LLC in Amherst, NY and has over 7 years of experience in the finance industry.
Douglas Berkun (CRD# 1067780) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amherst, NY and has over 24 years of experience in the finance industry.
Sarah Blankenship (CRD# 6214663) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 10 years of experience in the finance industry.
Thad Borowiak (CRD# 5942209) is an Investment Advisor Representative working at Edelman Financial Engines in Amherst, NY and has over 12 years of experience in the finance industry. Thad Borowiak 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.
Richard Brewer (CRD# 5320726) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 16 years of experience in the finance industry.
Gino Callisto (CRD# 3214920) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 24 years of experience in the finance industry.
Michael Capozzi (CRD# 5236134) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 14 years of experience in the finance industry.
Robert Carlone (CRD# 2202933) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 32 years of experience in the finance industry.
Bryan Castro (CRD# 4707368) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amherst, NY and has over 20 years of experience in the finance industry. Bryan Castro 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.