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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
Timothy Clouden (CRD# 5521521) is an Investment Advisor Representative working at Lpl Financial LLC in Orchard Park, NY and has over 15 years of experience in the finance industry.
Caitlin Derose (CRD# 6034660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Seneca, NY and has over 11 years of experience in the finance industry.
Vincent Distefano (CRD# 2955745) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 26 years of experience in the finance industry.
Brian Drainville (CRD# 1224157) is an Investment Advisor Representative working at Lpl Financial LLC in East Aurora, NY and has over 40 years of experience in the finance industry.
James Eiseman (CRD# 6126933) is an Investment Advisor Representative working at Eagle Strategies LLC in Hamburg, NY and has over 10 years of experience in the finance industry.
Robert Ellis (CRD# 1500955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 37 years of experience in the finance industry.
Neil Farrell (CRD# 2616378) is an Investment Advisor Representative working at Farrell Financial in Orchard Park, NY and has over 28 years of experience in the finance industry.
Roger Faulring (CRD# 727976) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Buffalo, NY and has over 43 years of experience in the finance industry.
Jeffrey Goldfarb (CRD# 1718720) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Buffalo, NY and has over 36 years of experience in the finance industry. Jeffrey Goldfarb 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.
Peter Grimm (CRD# 2545390) is an Investment Advisor Representative working at Next Financial Group, Inc. in Hamburg, NY and has over 29 years of experience in the finance industry.