-
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
Thomas McCormick (CRD# 5932750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Ryan McLaughlin (CRD# 6722019) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Jason McMillen (CRD# 6187380) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 10 years of experience in the finance industry. Jason McMillen 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.
Victoria Michalski (CRD# 2055970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 27 years of experience in the finance industry.
D Miller (CRD# 334563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 38 years of experience in the finance industry.
Charles Mopsik (CRD# 5185894) is an Investment Advisor Representative working at Even Keel Advisors in Saratoga Springs, NY and has over 14 years of experience in the finance industry.
Harold Moran (CRD# 1608921) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Saratoga Springs, NY and has over 37 years of experience in the finance industry. Harold Moran 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.
Christopher Nelson (CRD# 5052513) is an Investment Advisor Representative working at Edward Jones in Queensbury, NY and has over 18 years of experience in the finance industry.
Jessica Niles (CRD# 6259985) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Thomas Niles (CRD# 2264883) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 31 years of experience in the finance industry.