-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jacob Katz (CRD# 6370647) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 9 years of experience in the finance industry. Jacob Katz 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.
Dawn Maher (CRD# 5859867) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 10 years of experience in the finance industry.
Christina Norman (CRD# 3219393) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 10 years of experience in the finance industry.
Ronald Ripstein (CRD# 2275749) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clarence, NY and has over 31 years of experience in the finance industry.
Tracy Sherwood (CRD# 7187659) is an Investment Advisor Representative working at Sherwood Financial Management in Clarence, NY and has 1 year of experience in the finance industry. Tracy Sherwood 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.
Jayce Wallace (CRD# 5562375) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has over 12 years of experience in the finance industry. Jayce Wallace 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.
Sally Abell (CRD# 1234546) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 40 years of experience in the finance industry.
Amy Abrahamson (CRD# 2866380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 22 years of experience in the finance industry.
Thomas Abramson (CRD# 4690465) is an Investment Advisor Representative working at Key Investment Services LLC in Amherst, NY and has over 19 years of experience in the finance industry.
Julius Aebly (CRD# 1604730) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 37 years of experience in the finance industry.