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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
Richard Koch (CRD# 2512791) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lancaster, NY and has over 29 years of experience in the finance industry.
Michael Muffoletto (CRD# 7022504) is an Investment Advisor Representative working at Commonwealth Financial Network in Lancaster, NY and has over 5 years of experience in the finance industry. Michael Muffoletto 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.
Nels Nelson (CRD# 2263938) is an Investment Advisor Representative working at Commonwealth Financial Network in Lancaster, NY and has over 23 years of experience in the finance industry.
Matthew Richert (CRD# 6761361) is an Investment Advisor Representative working at Key Investment Services LLC in Lancaster, NY and has over 5 years of experience in the finance industry.
Donna Sudyn (CRD# 1777480) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lancaster, NY and has over 36 years of experience in the finance industry.
Sally Abell (CRD# 1234546) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 40 years of experience in the finance industry.
Thomas Abramson (CRD# 4690465) is an Investment Advisor Representative working at Key Investment Services LLC in Amherst, NY and has over 19 years of experience in the finance industry.
Julius Aebly (CRD# 1604730) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 37 years of experience in the finance industry.
Nicholas Aguglia (CRD# 6254146) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 10 years of experience in the finance industry.
Gregory Ahrens (CRD# 5386619) is a Financial Specialist working at Guardian Life Insurance Co. and Park Avenue Securities LLC in Buffalo, NY. Greg has over 8 years of experience in the finance industry. Greg has taken additional exams to become a Chartered Financial Consultant and 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 putclients' interests first and comply...