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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
Erik Okeefe (CRD# 5027947) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Lockport, NY and has over 18 years of experience in the finance industry. Erik Okeefe 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.
Timothy Riemer (CRD# 2761075) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lockport, NY and has over 27 years of experience in the finance industry. Timothy Riemer 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.
Philip Russell (CRD# 1111895) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lockport, NY and has over 39 years of experience in the finance industry.
Jeffrey Scherrer (CRD# 3160961) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lockport, NY and has over 23 years of experience in the finance industry.
Steven Sinclair (CRD# 2116243) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lockport, NY and has over 33 years of experience in the finance industry.
Daniel Stoll (CRD# 3199247) is an Investment Advisor Representative working at Eagle Strategies LLC in Lockport, NY and has over 25 years of experience in the finance industry.
Kevin Sullivan (CRD# 1966124) is an Investment Advisor Representative working at Lpl Financial LLC in Lockport, NY and has over 27 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.
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.