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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
Jay Blanchard (CRD# 4501494) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.
Taerica Blanding (CRD# 4276747) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 20 years of experience in the finance industry.
Sarah Blankenship (CRD# 6214663) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 10 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.
Derek Bock (CRD# 3247749) is an Investment Advisor Representative working at Hightower Advisors, LLC in Williamsville, NY and has over 24 years of experience in the finance industry.
Frank Booth (CRD# 1885530) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Williamsville, NY and has over 25 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 6 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.
Thad Borowiak (CRD# 5942209) is an Investment Advisor Representative working at Edelman Financial Engines in Amherst, NY and has over 12 years of experience in the finance industry. Thad Borowiak 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.
Dean Boucounis (CRD# 845180) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Grand Island, NY and has over 24 years of experience in the finance industry.