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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
Yanina Hart (CRD# 6308103) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in East Aurora, NY and has over 8 years of experience in the finance industry.
Joshua Haueise (CRD# 6860096) is an Investment Advisor Representative working at Commonwealth Financial Network in Hamburg, NY and has over 6 years of experience in the finance industry. Joshua Haueise 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.
Randall Hulick (CRD# 1971101) is an Investment Advisor Representative working at Lpl Financial LLC in Springville, NY and has over 34 years of experience in the finance industry.
Bruce Hyman (CRD# 2365690) is an Investment Advisor Representative working at Park Avenue Securities LLC in South Wales, NY and has over 30 years of experience in the finance industry.
Bruce Keiser (CRD# 2642954) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 28 years of experience in the finance industry.
Mark Kirchmyer (CRD# 1356348) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 39 years of experience in the finance industry.
Robert Kloss (CRD# 1971601) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 34 years of experience in the finance industry. Robert Kloss 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.
Gregory Kotecki (CRD# 6467337) is an Investment Advisor Representative working at Commonwealth Financial Network in Orchard Park, NY and has over 8 years of experience in the finance industry.
Douglas Lafay (CRD# 4095159) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in East Concord, NY and has over 24 years of experience in the finance industry.
Alexander Long (CRD# 7200287) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 3 years of experience in the finance industry.