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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
Eric Ferry (CRD# 5197630) is an Investment Advisor Representative working at Next Financial Group, Inc. in Dunkirk, NY and has over 17 years of experience in the finance industry. Eric Ferry 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.
Lawrence Fiorella (CRD# 5067634) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 17 years of experience in the finance industry.
Joseph Gugino (CRD# 5748486) is an Investment Advisor Representative working at Commonwealth Financial Network in Fredonia, NY and has over 14 years of experience in the finance industry. Joseph Gugino 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.
Gerald Hall (CRD# 2566131) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 29 years of experience in the finance industry.
Daniel Halle (CRD# 2723463) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warren, PA and has over 27 years of experience in the finance industry.
Jason Hansen (CRD# 1497278) is an Investment Advisor Representative working at Private Advisor Group, LLC in Jamestown, NY and has over 37 years of experience in the finance industry.
Todd Hnatyszyn (CRD# 2652236) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 28 years of experience in the finance industry.
Donna Hollenbeck (CRD# 1484961) is an Investment Advisor Representative working at Edward Jones in Bradford, PA and has over 37 years of experience in the finance industry. Donna Hollenbeck 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.
Timothy Holter (CRD# 2107013) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warren, PA and has over 33 years of experience in the finance industry.
Robert Johnson (CRD# 260189) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has over 31 years of experience in the finance industry.