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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
David Bilski (CRD# 2297514) is an Investment Advisor Representative working at Primerica Advisors in West Seneca, NY and has over 31 years of experience in the finance industry.
Diane Bookhagen (CRD# 4505736) is an Investment Advisor Representative working at Primerica Advisors in West Seneca, NY and has over 21 years of experience in the finance industry.
Daniel Byles-Smith (CRD# 6702916) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has 1 year of experience in the finance industry. Daniel Byles-Smith 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.
Mario Camillo (CRD# 2833761) is an Investment Advisor Representative working at Lpl Financial LLC in Elma, NY and has over 27 years of experience in the finance industry.
Raymond Carter (CRD# 721722) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 38 years of experience in the finance industry. Raymond Carter 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.
Conor Casey (CRD# 1777471) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in East Aurora, NY and has over 36 years of experience in the finance industry.
Joseph Chappius (CRD# 5928163) 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.
Christopher Cinelli (CRD# 4856665) is an Investment Advisor Representative working at Capital Insights Group Of Wny, LLC in Buffalo, NY and has over 19 years of experience in the finance industry.
Matthew Clouden (CRD# 7686668) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has 1 year of experience in the finance industry.
Anne Cooper (CRD# 3096186) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 22 years of experience in the finance industry.