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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
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.
Jason Netrosio (CRD# 2743225) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, NY and has over 27 years of experience in the finance industry.
Elizabeth Neuman (CRD# 2082556) is an Investment Advisor Representative working at Neuman Capital Management, Inc. in Sussex, NJ and has over 30 years of experience in the finance industry.
Ryan O'leary (CRD# 6151930) is an Investment Advisor Representative working at Edward Jones in Warwick, NY and has over 11 years of experience in the finance industry.
Scott Onofry (CRD# 4746065) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Port Jervis, NY and has over 20 years of experience in the finance industry. Scott Onofry 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.
Anthony Perez (CRD# 6993133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 5 years of experience in the finance industry.
Jason Perry (CRD# 6460955) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Jervis, NY and has over 9 years of experience in the finance industry.
Anthony Pesce (CRD# 3079469) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vernon, NJ and has over 25 years of experience in the finance industry. Anthony Pesce 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.