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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
Nicholas Efthemis (CRD# 2821400) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 27 years of experience in the finance industry. Nicholas Efthemis 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.
James Egnatchik (CRD# 5600480) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 15 years of experience in the finance industry.
Donald Eich (CRD# 2368509) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, NY and has over 30 years of experience in the finance industry.
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping pre-retirees transition in to retirement with special emphasis on tax efficiency.
I believe that a financial advisor should adhere to the following standards:
- Honesty
- Integrity
- Competency
- Respect
- Timely Service
- Holistic Approach to Pesonal Finance
I am a Partner & Vice President of Level Financial Advisors, a Registered Investment Advisor located in Buffalo, NY. I have been working with families to manage their investments and provide financial advice since 2007.
I have taken additional exams to...
Robert Ervolina (CRD# 3221440) is an Investment Advisor Representative working at Avantax Advisory Services in Cheektowaga, NY and has over 25 years of experience in the finance industry.
Elizabeth Evanisko (CRD# 5276643) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheektowaga, NY and has over 17 years of experience in the finance industry.
Michael Evereth (CRD# 1713682) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, NY and has over 36 years of experience in the finance industry.
David Fadel (CRD# 1253770) is an Investment Advisor Representative working at West Branch Capital LLC in Williamsville, NY and has over 39 years of experience in the finance industry. David Fadel 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.
Carrie Fahey (CRD# 1475178) is an Investment Advisor Representative working at Fahey Financial in Williamsville, NY and has over 38 years of experience in the finance industry. Carrie Fahey 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.
Joseph Fahey (CRD# 6972698) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Williamsville, NY and has over 5 years of experience in the finance industry. Joseph Fahey 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.