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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
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.
Jodie Borlaug (CRD# 5238423) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williamsville, NY and has over 17 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.
Charles Bowers (CRD# 4810854) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 15 years of experience in the finance industry.
Andre Brassard (CRD# 2141315) is an Investment Advisor Representative working at Lpl Financial LLC in Lancaster, NY and has over 33 years of experience in the finance industry.
Rosanne Braxton (CRD# 4373612) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry. Rosanne Braxton 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.
Richard Brewer (CRD# 5320726) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 16 years of experience in the finance industry.
Matthew Briggs (CRD# 5654542) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Williamsville, NY and has over 14 years of experience in the finance industry.