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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
Kyle Kirk (CRD# 7260102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has over 3 years of experience in the finance industry.
Douglas Lafay (CRD# 4095159) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in East Concord, NY and has over 24 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.
Eileen Proto (CRD# 6119436) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 6 years of experience in the finance industry.
Louis Proto (CRD# 3129734) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 25 years of experience in the finance industry. Louis Proto 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.
Jessica Sullivan (CRD# 5590533) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Arcade, NY and has over 14 years of experience in the finance industry.
Andrew Swartwout (CRD# 2478664) is an Investment Advisor Representative working at Silver Grove Advisory Services in Arcade, NY and has over 30 years of experience in the finance industry.
Dylan Vincent (CRD# 7078197) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has 1 year of experience in the finance industry.
Kady Weisner (CRD# 6496998) is an Investment Advisor Representative working at Edward Jones in Olean, NY and has over 4 years of experience in the finance industry.
Zachary Woodel (CRD# 7617519) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has 1 year of experience in the finance industry.