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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
Dennis Donovan (CRD# 7662283) is an Investment Advisor Representative working at Donovan, Dennis J in Buffalo, NY and has 1 year of experience in the finance industry.
Margo Dowd (CRD# 7573132) is an Investment Advisor Representative working at Gladstone Wealth Partners in Warren, PA and has 1 year of experience in the finance industry.
Cutler Greene (CRD# 4022891) is an Investment Advisor Representative working at Spaulding Greene Wealth Management, LLC in Buffalo, NY and has over 23 years of experience in the finance industry.
Mark Hendrix (CRD# 1682134) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 36 years of experience in the finance industry. Mark Hendrix 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.
Tanya Hoffman (CRD# 6269026) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 8 years of experience in the finance industry.
Randall Hulick (CRD# 1971101) is an Investment Advisor Representative working at Lpl Financial LLC in Springville, NY and has over 34 years of experience in the finance industry.
Kyle Kirk (CRD# 7260102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has over 3 years of experience in the finance industry.
James Merenick (CRD# 4548034) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springville, NY and has over 15 years of experience in the finance industry.
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.
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.