-
Distance Metro area (25 miles)
-
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
Peter Grogan (CRD# 1073574) is an Investment Advisor Representative working at United Capital Financial Advisors in Buffalo, NY and has over 38 years of experience in the finance industry. Peter Grogan 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.
Angela Hall (CRD# 5484945) is an Investment Advisor Representative working at Note Advisors, LLC in Hamburg, NY and has over 16 years of experience in the finance industry. Angela Hall 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 Haxton (CRD# 5756656) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 14 years of experience in the finance industry. Jeffrey Haxton 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.
Kent Hilton (CRD# 1607376) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hamburg, NY and has over 37 years of experience in the finance industry.
David Hirschbine (CRD# 5106630) is an Investment Advisor Representative working at Lpl Financial LLC in Hamburg, NY and has over 15 years of experience in the finance industry.
Jeanne Holmes (CRD# 4646401) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Buffalo, NY and has over 21 years of experience in the finance industry.
J. Austin Houlding (CRD# 5658197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 14 years of experience in the finance industry.
Sean Howard (CRD# 4954728) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 18 years of experience in the finance industry.
Paul Hutchings (CRD# 6771338) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 5 years of experience in the finance industry.
Brian Jensen (CRD# 1299995) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 39 years of experience in the finance industry. Brian Jensen 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.