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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
Cory Laird (CRD# 6552295) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 8 years of experience in the finance industry. Cory Laird 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.
Mark Landau (CRD# 5072160) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Timothy Latchford (CRD# 6451461) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Jonathan Loeck (CRD# 4962432) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
Michael Los (CRD# 6458985) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Breanna Lundy (CRD# 5842892) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 13 years of experience in the finance industry.
Todd Macejka (CRD# 2843752) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saratoga Springs, NY and has over 27 years of experience in the finance industry. Todd Macejka 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.
Jason Macgregor (CRD# 2396461) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
Christopher Madia (CRD# 5703624) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 14 years of experience in the finance industry.
Daniel Massetti (CRD# 5749219) is an Investment Advisor Representative working at Hartford Funds in Saratoga Springs, NY and has over 14 years of experience in the finance industry.