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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
Christopher Van Son (CRD# 1483955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 37 years of experience in the finance industry.
Katie Weibel (CRD# 5034755) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 18 years of experience in the finance industry. Katie Weibel 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 Willson (CRD# 1336479) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orchard Park, NY and has over 38 years of experience in the finance industry.
Kelly Willson (CRD# 3031892) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orchard Park, NY and has over 18 years of experience in the finance industry.
Timothy Winterhalter (CRD# 2976787) is an Investment Advisor Representative working at Wells Fargo Advisors in Orchard Park, NY and has over 26 years of experience in the finance industry.
Amee Wright (CRD# 5211763) is an Investment Advisor Representative working at Lpl Financial LLC in Silver Creek, NY and has over 17 years of experience in the finance industry.
Andrew Adelman (CRD# 2051463) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 33 years of experience in the finance industry.
Jacob Buehler (CRD# 7329393) is an Investment Advisor Representative working at The Ameriflex Group in Fredonia, NY and has over 2 years of experience in the finance industry.
Daniel Byles-Smith (CRD# 6702916) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has 1 year of experience in the finance industry. Daniel Byles-Smith 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.
Jason Carlin (CRD# 5106520) is an Investment Advisor Representative working at Key Investment Services LLC in Dunkirk, NY and has over 18 years of experience in the finance industry.