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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
Dean Leounis (CRD# 2222918) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Luann Losito (CRD# 4313831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 23 years of experience in the finance industry.
Lawrence Mantle (CRD# 2482189) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Hartford, NY and has over 30 years of experience in the finance industry.
Zachary Maxwell (CRD# 6258293) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 10 years of experience in the finance industry.
Scott McCartney (CRD# 4938320) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.
Gregory McLean (CRD# 722787) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 43 years of experience in the finance industry.
Amy Mielnicki (CRD# 2105349) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Sarah Militano (CRD# 6062414) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 11 years of experience in the finance industry.
Gregory Morra (CRD# 1041734) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hartford, NY and has over 36 years of experience in the finance industry.
Melissa Motyl (CRD# 3065532) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 7 years of experience in the finance industry.