-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gregory Merkle (CRD# 1805560) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orchard Park, NY and has over 35 years of experience in the finance industry.
Christina Michalczak (CRD# 5282570) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has over 16 years of experience in the finance industry. Christina Michalczak 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.
Kevin Mohr (CRD# 5827785) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 13 years of experience in the finance industry.
Brett Moldenhauer (CRD# 4006876) is an Investment Advisor Representative working at Commonwealth Financial Network in Orchard Park, NY and has over 20 years of experience in the finance industry.
Jason Myers (CRD# 6107493) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 11 years of experience in the finance industry.
Patrick O'connell (CRD# 6568889) is an Investment Advisor Representative working at Commonwealth Financial Network in Orchard Park, NY and has over 7 years of experience in the finance industry.
Annette Olday (CRD# 4682616) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 20 years of experience in the finance industry.
Valerie Parillo (CRD# 5830677) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orchard Park, NY and has over 11 years of experience in the finance industry.
Andrew Piatek (CRD# 6572324) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orchard Park, NY and has over 8 years of experience in the finance industry.
Mark Procknal (CRD# 1738518) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 36 years of experience in the finance industry.