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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
Patrick Buettner (CRD# 1634311) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 36 years of experience in the finance industry.
Anthony Burgio (CRD# 5755014) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williamsville, NY and has over 14 years of experience in the finance industry.
Julie Burgio (CRD# 4555503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 10 years of experience in the finance industry.
David Bushnell (CRD# 5576085) is an Investment Advisor Representative working at Global Retirement Partners LLC in Williamsville, NY and has over 15 years of experience in the finance industry. David Bushnell 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.
John Byron (CRD# 5425190) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 16 years of experience in the finance industry.
Kevin Caffery (CRD# 5675844) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 14 years of experience in the finance industry.
Gerald Calabrese (CRD# 6313781) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 9 years of experience in the finance industry.
Thomas Cannavo (CRD# 6426858) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Williamsville, NY and has over 9 years of experience in the finance industry.
Jeffery Carloni (CRD# 3206665) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Williamsville, NY and has over 24 years of experience in the finance industry.
Jeffrey Cashmore (CRD# 1928725) is an Investment Advisor Representative working at Members Advisory Group, LLC in Williamsville, NY and has over 35 years of experience in the finance industry.