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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
Michael Bergum (CRD# 5232879) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lancaster, NY and has over 17 years of experience in the finance industry. Michael Bergum 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.
Jonathan Berube (CRD# 2004124) is an Investment Advisor Representative working at Park Avenue Securities LLC in Buffalo, NY and has over 34 years of experience in the finance industry.
George Bidjov (CRD# 4967767) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hamburg, NY and has over 18 years of experience in the finance industry. George Bidjov 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.
Kevin Birt (CRD# 4259058) is an Investment Advisor Representative working at Commonwealth Financial Network in Hamburg, NY and has over 23 years of experience in the finance industry.
Jay Blair (CRD# 3044777) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 26 years of experience in the finance industry.
Daniel Blake (CRD# 1687120) is an Investment Advisor Representative working at Mml Investors Services, LLC in Orchard Park, NY and has over 36 years of experience in the finance industry.
Chelsea Blasch (CRD# 6021182) is an Investment Advisor Representative working at Sterling Investment Counsel, LLC in Buffalo, NY and has over 9 years of experience in the finance industry.
Susan Bork (CRD# 6745451) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Buffalo, NY and has over 7 years of experience in the finance industry.
Buddy Borowiak (CRD# 2188717) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 32 years of experience in the finance industry.
Charles Bowers (CRD# 4810854) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 15 years of experience in the finance industry.