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Distance Only Kenmore, NY
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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
Gregory Lewis (CRD# 4296795) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kenmore, NY and has over 23 years of experience in the finance industry. Gregory Lewis 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.
Angelika Welsh (CRD# 1935157) is an Investment Advisor Representative working at Lpl Financial LLC in Kenmore, NY and has over 34 years of experience in the finance industry. Angelika Welsh 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.
Paul Chisholm (CRD# 1943288) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kenmore, NY and has over 34 years of experience in the finance industry.
Thomas Glenn (CRD# 7418708) is an Investment Advisor Representative working at Glenn Asset Management in Kenmore, NY and has over 3 years of experience in the finance industry.