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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
Jennifer Lopez (CRD# 7035568) is an Investment Advisor Representative working at Lpl Financial LLC in Orchard Park, NY and has over 4 years of experience in the finance industry.
Robert Lucarelli (CRD# 2062080) is an Investment Advisor Representative working at Key Investment Services LLC in Orchard Park, NY and has over 32 years of experience in the finance industry.
Keith Maderer (CRD# 1036078) is an Investment Advisor Representative working at Senior Financial And Realty Assoc. in Orchard Park, NY and has over 35 years of experience in the finance industry.
Chelsea Makowski (CRD# 7474210) is an Investment Advisor Representative working at Senior Financial And Realty Assoc. in Orchard Park, NY and has over 7 years of experience in the finance industry. Chelsea Makowski 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.
Tyler Marriott-Wells (CRD# 7158508) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hamburg, NY and has over 4 years of experience in the finance industry.
Rosemarie May (CRD# 5683718) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, NY and has over 12 years of experience in the finance industry.
James Merenick (CRD# 4548034) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springville, NY and has over 15 years of experience in the finance industry.
Gregory Merkle (CRD# 1805560) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orchard Park, NY and has over 35 years of experience in the finance industry.
Christina Michalczak (CRD# 5282570) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has over 16 years of experience in the finance industry. Christina Michalczak 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.
Kevin Mohr (CRD# 5827785) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 13 years of experience in the finance industry.