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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
Sonja Jensen-Schell (CRD# 6579140) is an Investment Advisor Representative working at Edward Jones in Hamburg, NY and has over 8 years of experience in the finance industry.
Andrew Kelley (CRD# 4996262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hamburg, NY and has over 18 years of experience in the finance industry.
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.
Michael Conway (CRD# 1049196) is an Investment Advisor Representative working at Commonwealth Financial Network in Hamburg, NY and has over 32 years of experience in the finance industry. Michael Conway 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 Coupe (CRD# 7427691) is an Investment Advisor Representative working at Edward Jones in Hamburg, NY and has over 2 years of experience in the finance industry.
Thomas Czechowski (CRD# 4525124) is an Investment Advisor Representative working at Lpl Financial LLC in Hamburg, NY and has over 21 years of experience in the finance industry.
Liam Davis (CRD# 7268988) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hamburg, NY and has 1 year of experience in the finance industry.
Patrick Gardner (CRD# 5978245) is an Investment Advisor Representative working at Key Investment Services LLC in Hamburg, NY and has over 12 years of experience in the finance industry.
James Goupil (CRD# 5129939) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hamburg, NY and has over 17 years of experience in the finance industry.
Joseph Gunning (CRD# 5693817) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hamburg, NY and has over 14 years of experience in the finance industry.