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Distance Only East Amherst, NY
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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
Kenneth Ulrich (CRD# 1017571) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in East Amherst, NY and has over 34 years of experience in the finance industry. Kenneth Ulrich 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.
Kenneth Wohlberg (CRD# 729759) is an Investment Advisor Representative working at Principal Securities, Inc. in East Amherst, NY and has over 42 years of experience in the finance industry. Kenneth Wohlberg 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.
Michael Angelucci (CRD# 5431249) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 16 years of experience in the finance industry. Michael Angelucci 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.
Alyssa Bogardus (CRD# 7775054) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry. Alyssa Bogardus 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.
David Caldwell (CRD# 6454144) is an Investment Advisor Representative working at Harvest Capital Assets, LLC in East Amherst, NY and has over 5 years of experience in the finance industry.
Paul Coleman (CRD# 6225972) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 11 years of experience in the finance industry. Paul Coleman 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.
Francis Daumen (CRD# 2640816) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in East Amherst, NY and has over 28 years of experience in the finance industry.
Robert Decker (CRD# 6640289) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry. Robert Decker 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.
Frank Diulus (CRD# 1013074) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in East Amherst, NY and has over 25 years of experience in the finance industry.
David Grisanti (CRD# 1084855) is an Investment Advisor Representative working at Lpl Financial LLC in East Amherst, NY and has over 8 years of experience in the finance industry.