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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
William Lewis (CRD# 2460208) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has over 30 years of experience in the finance industry. William Lewis 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.
Kay Mathias (CRD# 2872197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 26 years of experience in the finance industry.
Travis Maus (CRD# 5394182) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 16 years of experience in the finance industry.
David Mazzini (CRD# 6232519) is an Investment Advisor Representative working at Edward Jones in Endicott, NY and has over 10 years of experience in the finance industry.
Susan McCormick (CRD# 3074871) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 25 years of experience in the finance industry.
Michael McGuire (CRD# 2447022) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 30 years of experience in the finance industry.
Nelson Mead (CRD# 1749754) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 36 years of experience in the finance industry. Nelson Mead 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.
Matthew Meagher (CRD# 3124037) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Johnson City, NY and has over 25 years of experience in the finance industry.
Mark Meier (CRD# 6774118) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 6 years of experience in the finance industry.
Kelly Michalek (CRD# 5852089) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 13 years of experience in the finance industry.