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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
Tonie Wirsen (CRD# 4373018) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 19 years of experience in the finance industry.
Wayne Young (CRD# 1526906) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jamestown, NY and has over 37 years of experience in the finance industry. Wayne Young 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.
Laura Ahl (CRD# 5898841) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 10 years of experience in the finance industry.
James Arcoraci (CRD# 2583312) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 29 years of experience in the finance industry.
Kevin Astry (CRD# 5368112) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 14 years of experience in the finance industry.
Luke Buehler (CRD# 1540406) is an Investment Advisor Representative working at The Ameriflex Group in Fredonia, NY and has over 37 years of experience in the finance industry.
Roger Burlingame (CRD# 6337610) is an Investment Advisor Representative working at Equitable Advisors, LLC in Corry, PA and has over 9 years of experience in the finance industry.
Mark Bussey (CRD# 2322358) is an Investment Advisor Representative working at Mark Bussey & Associates, Lc in Frewsburg, NY and has over 31 years of experience in the finance industry.
David Close (CRD# 1793128) is an Investment Advisor Representative working at Gladstone Wealth Partners in Warren, PA and has over 36 years of experience in the finance industry.
Miranda Collingwood (CRD# 5110217) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 17 years of experience in the finance industry.