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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
Robin Lewandowski (CRD# 1306186) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Orchard Park, NY and has over 29 years of experience in the finance industry.
John McCauley (CRD# 6092880) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 11 years of experience in the finance industry.
Richard Moldenhauer (CRD# 337721) is an Investment Advisor Representative working at Commonwealth Financial Network in Orchard Park, NY and has over 24 years of experience in the finance industry.
James Murphy (CRD# 5897478) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orchard Park, NY and has over 12 years of experience in the finance industry.
Todd Murphy (CRD# 3102782) is an Investment Advisor Representative working at Garrison Murphy Wealth Management, LLC in East Aurora, NY and has over 25 years of experience in the finance industry. Todd Murphy 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.
Joel Muth (CRD# 5114287) is an Investment Advisor Representative working at Edward Jones in Fredonia, NY and has over 17 years of experience in the finance industry.
Scott Neff (CRD# 4210438) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Aurora, NY and has over 23 years of experience in the finance industry.
Daryl Oar (CRD# 2239735) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Aurora, NY and has over 31 years of experience in the finance industry.
Jonathan Petrie (CRD# 6436617) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 9 years of experience in the finance industry. Jonathan Petrie 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.
James Primiano (CRD# 4415027) is an Investment Advisor Representative working at Next Financial Group, Inc. in Orchard Park, NY and has over 22 years of experience in the finance industry.