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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
Mark Clarke (CRD# 6251034) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Buffalo, NY and has over 9 years of experience in the finance industry.
Andrew Cole-Goins (CRD# 6827807) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Buffalo, NY and has over 6 years of experience in the finance industry. Andrew Cole-Goins 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.
Scott McBride (CRD# 5460834) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 16 years of experience in the finance industry.
Jeffrey Tooke (CRD# 5621579) is an Investment Advisor Representative working at Mha Financial Corp in Buffalo, NY and has over 14 years of experience in the finance industry.
Steven Trusso (CRD# 838100) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Buffalo, NY and has over 32 years of experience in the finance industry.
Jeffrey Wolniewicz (CRD# 5997883) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry. Jeffrey Wolniewicz 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.
Taunya Abaya (CRD# 7368956) is an Investment Advisor Representative working at Abaya Wealth Management LLC in Buffalo, NY and has over 7 years of experience in the finance industry. Taunya Abaya 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.
Patrick Allaire (CRD# 1720700) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Buffalo, NY and has over 23 years of experience in the finance industry.
Joseph Chappius (CRD# 5928163) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry.
Dennis Donovan (CRD# 7662283) is an Investment Advisor Representative working at Donovan, Dennis J in Buffalo, NY and has 1 year of experience in the finance industry.