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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
Jonathan Lovecchio (CRD# 719684) is an Investment Advisor Representative working at Lpl Financial LLC in Utica, NY and has over 24 years of experience in the finance industry.
Leo McAllister (CRD# 324440) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cobleskill, NY and has over 43 years of experience in the finance industry.
Sean McAllister (CRD# 5421395) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cobleskill, NY and has over 16 years of experience in the finance industry.
Michael McGill (CRD# 4728513) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 20 years of experience in the finance industry.
Michael McGraw (CRD# 6058027) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 10 years of experience in the finance industry. Michael McGraw 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.
Adam Miller (CRD# 2971300) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Utica, NY and has over 25 years of experience in the finance industry.
Neal Miller (CRD# 823284) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Oneonta, NY and has over 35 years of experience in the finance industry.
Gerard Murray (CRD# 1074312) is an Investment Advisor Representative working at Patriot Asset Management, Inc. in Tribes Hill, NY and has over 17 years of experience in the finance industry.
Michael Parker (CRD# 3016685) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johnstown, NY and has over 23 years of experience in the finance industry.
Curtis Pearsall (CRD# 7563274) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.