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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
Joseph Leo (CRD# 4988004) is an Investment Advisor Representative working at Quartz Partners Investment Management in Utica, NY and has over 18 years of experience in the finance industry.
Mark Lewandrowski (CRD# 2320043) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Utica, NY and has over 31 years of experience in the finance industry. Mark Lewandrowski 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.
William Locke (CRD# 1574382) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.
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.
Michael Massoud (CRD# 2880093) is an Investment Advisor Representative working at Lpl Financial LLC in New Hartford, NY and has over 27 years of experience in the finance industry.
Gregory Mattacola (CRD# 6912771) is an Investment Advisor Representative working at Strategic Financial Services in Rome, NY and has 1 year of experience in the finance industry. Gregory Mattacola 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.
William Matteson (CRD# 4452985) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 21 years of experience in the finance industry.
Joseph Mazzaferro (CRD# 6084595) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rome, NY and has over 11 years of experience in the finance industry. Joseph Mazzaferro 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.
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.