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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
Michelle Matan (CRD# 6011403) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 9 years of experience in the finance industry.
Daniel McCormack (CRD# 6623665) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
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.
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.
Steven Morneau (CRD# 5602073) is an Investment Advisor Representative working at Lpl Financial LLC in Fair Haven, VT and has over 9 years of experience in the finance industry.
Meghan Murray (CRD# 4070832) is an Investment Advisor Representative working at Edward Jones in Glens Falls, NY and has over 24 years of experience in the finance industry.