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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
Matthew Newman (CRD# 7443215) is an Investment Advisor Representative working at Next Financial Group, Inc. in Dunkirk, NY and has over 2 years of experience in the finance industry.
Daniel Overcash (CRD# 354430) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Jamestown, NY and has over 39 years of experience in the finance industry. Daniel Overcash 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.
John Paolini (CRD# 4541324) is an Investment Advisor Representative working at Farther in Buffalo, NY and has 1 year of experience in the finance industry.
Kristie Jo Peppy (CRD# 3009499) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 26 years of experience in the finance industry.
Mark Phillips (CRD# 3045866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Warren, PA and has over 25 years of experience in the finance industry.
Colin Pratt (CRD# 5226037) is an Investment Advisor Representative working at Private Advisor Group, LLC in Buffalo, NY and has 1 year of experience in the finance industry. Colin Pratt 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.
Lorie Runge (CRD# 7530801) is an Investment Advisor Representative working at Lpl Financial LLC in Fredonia, NY and has 1 year of experience in the finance industry.
Nathan Slate (CRD# 6035244) is an Investment Advisor Representative working at Lincoln Investment in Lakewood, NY and has over 12 years of experience in the finance industry.
Steven Strothman (CRD# 1305712) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fredonia, NY and has over 23 years of experience in the finance industry.
Joseph Strotman (CRD# 7358078) is an Investment Advisor Representative working at Edward Jones in Jamestown, NY and has over 2 years of experience in the finance industry.