-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lori Mezzetti (CRD# 2282578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 31 years of experience in the finance industry.
Myles Mezzetti (CRD# 842596) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 34 years of experience in the finance industry.
Luis Neely (CRD# 5445868) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 16 years of experience in the finance industry.
Anna Abma (CRD# 1778571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyckoff, NJ and has over 11 years of experience in the finance industry.
Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 4 years of experience in the finance industry.
Theodore Agelis Jr (CRD# 5326140) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 10 years of experience in the finance industry.
Evelyn Aguila (CRD# 1255649) is an Investment Advisor Representative working at Primerica Advisors in Nanuet, NY and has over 39 years of experience in the finance industry.
Peter Alfaro (CRD# 3138632) is an Investment Advisor Representative working at Windward Capital Management LLC in Mahwah, NJ and has over 23 years of experience in the finance industry.
Kashif Ali (CRD# 5727035) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goshen, NY and has over 14 years of experience in the finance industry.
David Alter (CRD# 1061312) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 41 years of experience in the finance industry.