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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
Theresa Smith (CRD# 2204718) is an Investment Advisor Representative working at Key Investment Services LLC in Hamburg, NY and has over 31 years of experience in the finance industry.
Mark Stevens (CRD# 1509761) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Orchard Park, NY and has over 34 years of experience in the finance industry.
Robert Strang (CRD# 3271839) is an Investment Advisor Representative working at Next Financial Group, Inc. in Dunkirk, NY and has over 23 years of experience in the finance industry.
David Stromecki (CRD# 2976354) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Orchard Park, NY and has over 26 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.
Christopher Urban (CRD# 5888318) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 13 years of experience in the finance industry.
Christopher Van Son (CRD# 1483955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 37 years of experience in the finance industry.
Katie Weibel (CRD# 5034755) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 18 years of experience in the finance industry. Katie Weibel 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.
James Willson (CRD# 1336479) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orchard Park, NY and has over 39 years of experience in the finance industry.