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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
Glenn Wyatt Arthurs (CRD# 1106176) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 40 years of experience in the finance industry.
Wyatt Arthurs (CRD# 5059662) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 16 years of experience in the finance industry. Wyatt Arthurs 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.
Caryn Augst (CRD# 1721429) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Berkeley, CA and has over 24 years of experience in the finance industry. Caryn Augst 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.
Maxine Awner (CRD# 1974487) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 34 years of experience in the finance industry.
Justin Badura (CRD# 5950552) is an Investment Advisor Representative working at Lpl Financial LLC in Cheektowaga, NY and has over 12 years of experience in the finance industry.
Mark Bailey (CRD# 1618239) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Dewitt, NY and has over 37 years of experience in the finance industry.
Ginger Baker (CRD# 2951887) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Dewitt, NY and has over 25 years of experience in the finance industry.
Anthony Baldi (CRD# 1550430) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamsville, NY and has over 37 years of experience in the finance industry. Anthony Baldi 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.
John Baldi (CRD# 6861345) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamsville, NY and has over 6 years of experience in the finance industry. John Baldi 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.
Linda Banks (CRD# 4504100) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.