-
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
John Irving (CRD# 2309725) is an Investment Advisor Representative working at Mml Investors Services, LLC in Olean, NY and has over 31 years of experience in the finance industry.
Kelly Lent-Paul (CRD# 2971949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 26 years of experience in the finance industry. Kelly Lent-Paul 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 McLaughlin (CRD# 1407726) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Olean, NY and has over 38 years of experience in the finance industry.
Jon Orcutt (CRD# 2767462) is an Investment Advisor Representative working at Afl Advisory Group LLC in Allegany, NY and has over 27 years of experience in the finance industry.
Autumn Smith (CRD# 5209345) is an Investment Advisor Representative working at Lpl Financial LLC in Olean, NY and has over 17 years of experience in the finance industry.
Thomas Stolberg (CRD# 5160799) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cuba, NY and has over 17 years of experience in the finance industry.
Jeffrey Tooke (CRD# 5621579) is an Investment Advisor Representative working at Mha Financial Corp in Buffalo, NY and has over 14 years of experience in the finance industry.
Steven Trusso (CRD# 838100) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Buffalo, NY and has over 32 years of experience in the finance industry.
Troy Vincent (CRD# 4909403) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 19 years of experience in the finance industry.
Jeffrey Wolniewicz (CRD# 5997883) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry. Jeffrey Wolniewicz 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.