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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
Paul Markis (CRD# 2075023) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brooklyn, NY and has over 13 years of experience in the finance industry.
Jonathan Marzella (CRD# 5514204) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brooklyn, NY and has over 15 years of experience in the finance industry. Jonathan Marzella 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.
Joseph Matovick (CRD# 2595172) is an Investment Advisor Representative working at Wells Fargo Advisors in Brooklyn, NY and has over 29 years of experience in the finance industry.
Thomas Mayas (CRD# 2074052) is an Investment Advisor Representative working at Lpl Financial LLC in Brooklyn, NY and has over 33 years of experience in the finance industry.
Margarita Menakerman (CRD# 5308058) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 15 years of experience in the finance industry.
Yury Menbaev (CRD# 6683525) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Brooklyn, NY and has over 7 years of experience in the finance industry. Yury Menbaev 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.
Marc Michael (CRD# 5909385) is an Investment Advisor Representative working at Fisher Investments in Brooklyn, NY and has over 12 years of experience in the finance industry.
William Michel (CRD# 1392758) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 38 years of experience in the finance industry.
Gerard Miles (CRD# 6644512) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brooklyn, NY and has over 7 years of experience in the finance industry.
Maria Montero-Chin (CRD# 4742779) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brooklyn, NY and has over 20 years of experience in the finance industry.