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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
Ryan McAuliffe (CRD# 6490068) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 8 years of experience in the finance industry.
Michael McCamy (CRD# 2240447) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clifton Park, NY and has over 31 years of experience in the finance industry.
Brian Mohan (CRD# 4886333) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 17 years of experience in the finance industry.
Michael Morgante (CRD# 4812139) is an Investment Advisor Representative working at Edelman Financial Engines in Clifton Park, NY and has over 19 years of experience in the finance industry.
Matthew Morrison (CRD# 6636545) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 7 years of experience in the finance industry.
Emily Muhvich (CRD# 6374552) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 9 years of experience in the finance industry.
Lakshmi Nagarajan (CRD# 4390490) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clifton Park, NY and has over 22 years of experience in the finance industry. Lakshmi Nagarajan 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.
Carmelo Nicolosi (CRD# 4298064) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clifton Park, NY and has over 23 years of experience in the finance industry.
Michael O'toole (CRD# 2413840) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 30 years of experience in the finance industry.
Christine Ormsbee (CRD# 2919987) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 17 years of experience in the finance industry.