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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
Michael Donahue (CRD# 1852837) is an Investment Advisor Representative working at Key Investment Services LLC in East Aurora, NY and has over 35 years of experience in the finance industry.
Alex Dorofy (CRD# 6737800) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orchard Park, NY and has over 7 years of experience in the finance industry.
Neil Farrell (CRD# 7594002) is an Investment Advisor Representative working at Farrell Financial in Orchard Park, NY and has 1 year of experience in the finance industry.
Gavin Faulkner (CRD# 7811189) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orchard Park, NY and has 1 year of experience in the finance industry.
Ryan Ficorilli (CRD# 4830222) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 19 years of experience in the finance industry.
Patrick Gardner (CRD# 5978245) is an Investment Advisor Representative working at Key Investment Services LLC in Hamburg, NY and has over 12 years of experience in the finance industry.
James Goupil (CRD# 5129939) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hamburg, NY and has over 17 years of experience in the finance industry.
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.
Elisabeth Hall (CRD# 5315545) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bemus Point, NY and has over 17 years of experience in the finance industry.
Michael Harmer (CRD# 6018998) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has 1 year of experience in the finance industry. Michael Harmer 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.