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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
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.
Vincent Martino (CRD# 2939367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 26 years of experience in the finance industry. Vincent Martino 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.
Erica Matloff (CRD# 4034837) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 22 years of experience in the finance industry.
Roger Matloff (CRD# 1146712) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 40 years of experience in the finance industry.
Joseph McAraw (CRD# 2275117) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 26 years of experience in the finance industry.
Christopher McFadden (CRD# 2837091) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 25 years of experience in the finance industry.
Helen Minieri Stacy (CRD# 1504096) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 37 years of experience in the finance industry.
Matthew Montana (CRD# 3195575) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 24 years of experience in the finance industry. Matthew Montana 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.
Maria Morhous (CRD# 2090116) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southampton, NY and has over 32 years of experience in the finance industry.
Stephen Murray (CRD# 1639702) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 21 years of experience in the finance industry.