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Financial Advisers in New York

Financial Advisers in Buffalo, NY

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Here is a complete list of most experienced Financial Advisers in Buffalo, NY.

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12 results found

Jeffrey Tooke Buffalo, NY

Professions & Specialties

Financial Services Professional • Financial Adviser • Financial Services Sales Agent • Financial Specialist • Director of Quality Control • Compliance Manager • Counselor • Representative • Advisor • Agent • Sales Agent • Account Service Manager • Sales Representative • Client Service Officer • Solicitor • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Non-Profit • Psychology Specialist

Experience & Education

Position:
Chief Compliance Officer - Investment Adviser at Niagara International Capital Limited - Registered ...
Title:
Financial Services Professional
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Niagara International Capital Limited - Registered Investment Adviser - Clarence, NYChief Compliance Officer - Investment Advisersince Nov 2012Niagara International Capital Limited - Broker Dealer - Clarence, NYRegistered Representative/Financial Advisersince Oct 2008
Skills:
Public Relations, Fundraising, Public Speaking, Strategic Planning, Insurance, Management, Program...
Full Profile

Elise Murphy Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Student Worker • Administrative Clerk • Clerical Specialist • Computer Systems Administrator • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Planning Associate at Schroeder, Braxton & Vogt Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Schroeder, Braxton & Vogt Inc. Financial Planning Associatesince Jan 2012SellingHive - Dunkirk, NYSales Consultant InternJul 2011 - Dec 2011
Full Profile

David Oestreicher Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Partner at ROI Financial Group, Financial Adviser at New York Life Insurance Company
Title:
Financial Adviser at New York Life Insurance Company
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
ROI Financial Group Partnersince 2002New York Life Insurance Company Financial Advisersince 2002
Skills:
BOLI, Search Engine Ranking, Strategic Financial Planning, Strategic Planning
Full Profile

Dan Stoll Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Stoll Financial Services
Title:
Financial adviser offering planning solutions for individuals and business.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Stoll Financial Services Financial Advisersince Dec 1998
Full Profile

Donald Jarosz Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at MetLife
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
MetLife Financial Adviser
Full Profile

Ron Derme Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Mass Mutual Financial
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Mass Mutual Financial Financial Adviser
Full Profile

Don Jarosz Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at MetLife
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Ronald Derme Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at Mass Mutual Financial
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Emma Boczar Buffalo, NY

Professions & Specialties

Loan Processor • Teller • Loan Officer • Loan Officers • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Notary Public • Notary • Lawyers

Experience & Education

Position:
Loan Processor at Boulevard FCU, Loan Processor at Federal Credit Union
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Boulevard FCU Loan Processorsince Jun 2007Federal Credit Union Loan Processorsince Jan 2007
Skills:
HELOC Processing, Customer Service
Training to become Financial Adviser for the credit union
Full Profile

Steven Elwell Buffalo, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Planner at Schroeder, Braxton & Vogt Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Schroeder, Braxton & Vogt Inc. Financial Plannersince Jan 2007
Skills:
Asset allocation, Investment planning, Retirement planning, Risk management, Tax Planning, Employee ...
Consult your personal financial adviser and investment prospectus before..
Full Profile

Faith Badhorn Buffalo, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Servicer • Managing Member • Marketing Director • Manager • Operations Manager • Chief Executive • Business Administrator • Personnel Specialist • Recruitment

Experience & Education

Work

Company:
Resale closing services, llc - Buffalo, NY
Managing member, reo closings
Company:
Renaldo & myers, p.c - Williamsville, NY
Closing specialist / director of marketing
Full Profile

Bartolo Panepinto Buffalo, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Dealer Service Representative • Customer Service Technical Representative • Customer Service Associate • Operations Manager

Experience & Education

Work

Company:
Hsbc securities
Securities customer service representative
Company:
Hsbc securities - Buffalo, NY
Senior securities customer service representative
Full Profile

Financial Advisers near Buffalo, NY01ClarenceOrchard Park


Financial Advisers around Buffalo, NY

Clarence  (1)
Orchard Park  (1)

Financial Advisers in New York