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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
Robert Werner (CRD# 4910211) is an Investment Advisor Representative working at Winthrop Partners - Epa, LLC in Buffalo, NY and has over 15 years of experience in the finance industry. Robert Werner 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 Willson (CRD# 1336479) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orchard Park, NY and has over 39 years of experience in the finance industry.
Kelly Willson (CRD# 3031892) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orchard Park, NY and has over 18 years of experience in the finance industry.
Timothy Winterhalter (CRD# 2976787) is an Investment Advisor Representative working at Wells Fargo Advisors in Orchard Park, NY and has over 26 years of experience in the finance industry.
Jeffrey Wolniewicz (CRD# 5997883) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry. Jeffrey Wolniewicz 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.
Taunya Abaya (CRD# 7368956) is an Investment Advisor Representative working at Abaya Wealth Management LLC in Buffalo, NY and has over 7 years of experience in the finance industry. Taunya Abaya 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.
Andrew Adelman (CRD# 2051463) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 33 years of experience in the finance industry.
Patrick Allaire (CRD# 1720700) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Buffalo, NY and has over 23 years of experience in the finance industry.
Brad Arnone (CRD# 6316687) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Buffalo, NY and has over 8 years of experience in the finance industry.
Randy Barnum (CRD# 6792523) is an Investment Advisor Representative working at Primerica Advisors in Buffalo, NY and has over 5 years of experience in the finance industry.