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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
Stephanie Aloi (CRD# 5797331) 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.
Teresa Barie (CRD# 2512324) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 29 years of experience in the finance industry. Teresa Barie 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.
Joseph Chappius (CRD# 5928163) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 10 years of experience in the finance industry.
Scott Derwick (CRD# 3146641) 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. Scott Derwick 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.
Dennis Donovan (CRD# 7662283) is an Investment Advisor Representative working at Donovan, Dennis J in Buffalo, NY and has 1 year of experience in the finance industry.
Cutler Greene (CRD# 4022891) is an Investment Advisor Representative working at Spaulding Greene Wealth Management, LLC in Buffalo, NY and has over 23 years of experience in the finance industry.
Mark Hendrix (CRD# 1682134) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 36 years of experience in the finance industry. Mark Hendrix 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.
Randall Hulick (CRD# 1971101) is an Investment Advisor Representative working at Lpl Financial LLC in Springville, NY and has over 34 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.