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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
Michael Harmer (CRD# 6018998) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has 1 year of experience in the finance industry. Michael Harmer 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.
Bruce Keiser (CRD# 2642954) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 28 years of experience in the finance industry.
Mark Kirchmyer (CRD# 1356348) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 38 years of experience in the finance industry.
Robert Kloss (CRD# 1971601) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 34 years of experience in the finance industry. Robert Kloss 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.
Gregory Kotecki (CRD# 6467337) is an Investment Advisor Representative working at Commonwealth Financial Network in Orchard Park, NY and has over 8 years of experience in the finance industry.
Alexander Long (CRD# 7200287) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 3 years of experience in the finance industry.
Martin Lougen (CRD# 2890353) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 26 years of experience in the finance industry.
Robert Lucarelli (CRD# 2062080) is an Investment Advisor Representative working at Key Investment Services LLC in Orchard Park, NY and has over 32 years of experience in the finance industry.
Keith Maderer (CRD# 1036078) is an Investment Advisor Representative working at Senior Financial And Realty Assoc. in Orchard Park, NY and has over 35 years of experience in the finance industry.
Chelsea Makowski (CRD# 7474210) is an Investment Advisor Representative working at Senior Financial And Realty Assoc. in Orchard Park, NY and has over 7 years of experience in the finance industry. Chelsea Makowski 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.