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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
Frank Booth (CRD# 1885530) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Williamsville, NY and has over 25 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.
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.
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.
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.
Richard Briggs (CRD# 1108270) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Williamsville, NY and has over 41 years of experience in the finance industry.
Debra Brown (CRD# 6274478) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 10 years of experience in the finance industry. Debra Brown 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.
Peter Brucato (CRD# 4702962) is an Investment Advisor Representative working at Private Advisor Group, LLC in Williamsville, NY and has over 20 years of experience in the finance industry. Peter Brucato 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.
Adam Brunner (CRD# 4806322) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 19 years of experience in the finance industry.