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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 Jellinick (CRD# 4165442) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 23 years of experience in the finance industry.
Timothy Kane (CRD# 2630007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 28 years of experience in the finance industry.
Matthew Kapanek (CRD# 5077317) is an Investment Advisor Representative working at Next Financial Group, Inc. in Williamsville, NY and has over 10 years of experience in the finance industry.
James Keddie (CRD# 5390185) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 16 years of experience in the finance industry.
Austin Kelly (CRD# 5101407) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 18 years of experience in the finance industry. Austin Kelly 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.
Nicholas Kelly (CRD# 4937703) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 18 years of experience in the finance industry.
Andrew Kiefer (CRD# 6484509) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 8 years of experience in the finance industry.
Michael Kielbasa (CRD# 4751103) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 20 years of experience in the finance industry.
Kenji Kimura (CRD# 4807888) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 19 years of experience in the finance industry.
Mark King (CRD# 4601193) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 21 years of experience in the finance industry.