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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
Jonathan Lupo (CRD# 6824000) is an Investment Advisor Representative working at Fealty Group LLC in Niagara Falls, NY and has over 4 years of experience in the finance industry.
Katrina O'sullivan (CRD# 4507063) is an Investment Advisor Representative working at Key Investment Services LLC in Niagara Falls, NY and has over 21 years of experience in the finance industry.
Lester Robinson (CRD# 2012421) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 2 years of experience in the finance industry.
Debbie Sawma (CRD# 5683780) is an Investment Advisor Representative working at Key Investment Services LLC in Niagara Falls, NY and has over 14 years of experience in the finance industry.
Bruce Supernault (CRD# 1263889) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 39 years of experience in the finance industry.
Michael Supernault (CRD# 6878498) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 6 years of experience in the finance industry.
Carl Walck (CRD# 6539022) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 8 years of experience in the finance industry.
Christopher Woods (CRD# 5190836) is an Investment Advisor Representative working at Key Investment Services LLC in Niagara Falls, NY and has over 17 years of experience in the finance industry.
Edward Wright (CRD# 2377292) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 30 years of experience in the finance industry. Edward Wright 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.
Matthew Wright (CRD# 6331123) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 9 years of experience in the finance industry.