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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
Douglas Berkun (CRD# 1067780) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amherst, NY and has over 24 years of experience in the finance industry.
Marc Bernstein (CRD# 4821898) is an Investment Advisor Representative working at Oneseven in Clarence Center, NY and has over 19 years of experience in the finance industry.
Alexander Bianco (CRD# 5763182) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 14 years of experience in the finance industry.
Alicia Birch (CRD# 3054746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 25 years of experience in the finance industry.
Jay Blanchard (CRD# 4501494) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.
Taerica Blanding (CRD# 4276747) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 20 years of experience in the finance industry.
Sarah Blankenship (CRD# 6214663) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 10 years of experience in the finance industry.
Derek Bock (CRD# 3247749) is an Investment Advisor Representative working at Hightower Advisors, LLC in Williamsville, NY and has over 24 years of experience in the finance industry.
Frank Booth (CRD# 1885530) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Williamsville, NY and has over 25 years of experience in the finance industry.
Thad Borowiak (CRD# 5942209) is an Investment Advisor Representative working at Edelman Financial Engines in Amherst, NY and has over 12 years of experience in the finance industry. Thad Borowiak 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.