-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Mark Klocke (CRD# 2826977) is an Investment Advisor Representative working at Primerica Advisors in West Seneca, NY and has over 27 years of experience in the finance industry.
Robert Kloss (CRD# 1971601) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 34 years of experience in the finance industry. Robert Kloss 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.
Gregory Kotecki (CRD# 6467337) is an Investment Advisor Representative working at Commonwealth Financial Network in Orchard Park, NY and has over 8 years of experience in the finance industry.
Jeffery Kruszka (CRD# 7318266) is an Investment Advisor Representative working at Wealth Advisors Network, Inc. in Buffalo, NY and has 1 year of experience in the finance industry.
Douglas Lafay (CRD# 4095159) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in East Concord, NY and has over 24 years of experience in the finance industry.
Amy Lauber (CRD# 2373747) is an Investment Advisor Representative working at D/b/a/ Lauber Financial Planning in West Seneca, NY and has over 30 years of experience in the finance industry. Amy Lauber 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.
Alexander Long (CRD# 7200287) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 3 years of experience in the finance industry.
Monica Loretto (CRD# 2956470) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 23 years of experience in the finance industry.
Martin Lougen (CRD# 2890353) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 26 years of experience in the finance industry.
Robert Lucarelli (CRD# 2062080) is an Investment Advisor Representative working at Key Investment Services LLC in Orchard Park, NY and has over 32 years of experience in the finance industry.