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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
John Kelly (CRD# 5217352) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 14 years of experience in the finance industry. John Kelly 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.
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 17 years of experience in the finance industry. Edward Lane 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.
Melissa Lydon (CRD# 5757847) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Great Barrington, MA and has over 13 years of experience in the finance industry.
Michael Mandelos (CRD# 5380047) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 11 years of experience in the finance industry.
Bruce Mazo (CRD# 1970174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rhinebeck, NY and has over 34 years of experience in the finance industry.
Jane McCarthy (CRD# 2312382) is an Investment Advisor Representative working at Equitable Advisors, LLC in Red Hook, NY and has over 17 years of experience in the finance industry.
Daniel McDonough (CRD# 6176346) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 8 years of experience in the finance industry.
Devin McGill (CRD# 5941638) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Red Hook, NY and has over 12 years of experience in the finance industry.
Evan Meltzer (CRD# 1133833) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingston, NY and has over 40 years of experience in the finance industry.
Philip Meltzer (CRD# 2768288) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingston, NY and has over 18 years of experience in the finance industry. Philip Meltzer 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.