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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
Irving Lee (CRD# 2641690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 23 years of experience in the finance industry.
Brian Leiser (CRD# 2560114) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Riverhead, NY and has over 29 years of experience in the finance industry.
Christian Loban (CRD# 2598675) is an Investment Advisor Representative working at Edward Jones in Clinton, CT and has over 5 years of experience in the finance industry.
Marc Lowlicht (CRD# 1848642) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in East Hampton, NY and has over 34 years of experience in the finance industry. Marc Lowlicht 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.
Gary Lukachinski (CRD# 1844581) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Riverhead, NY and has over 35 years of experience in the finance industry. Gary Lukachinski 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.
Christopher Macca (CRD# 6699509) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 5 years of experience in the finance industry. Christopher Macca 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.
Tracy Mackinstry (CRD# 2079273) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, CT and has over 27 years of experience in the finance industry.
Romaine Macomb (CRD# 1666416) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 36 years of experience in the finance industry. Romaine Macomb 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.
Gregory Mallgraf (CRD# 3136742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 25 years of experience in the finance industry.
Mark Mannix (CRD# 2593931) is an Investment Advisor Representative working at Cooperative Funeral Fund Inc. in Madison, CT and has over 29 years of experience in the finance industry.