-
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
Pierce Mahar (CRD# 2424879) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 7 years of experience in the finance industry.
Peter Major (CRD# 3256076) is an Investment Advisor Representative working at Principal Securities, Inc. in Latham, NY and has over 24 years of experience in the finance industry.
Jason Malmendier (CRD# 4937895) is an Investment Advisor Representative working at Mml Investors Services, LLC in Latham, NY and has over 19 years of experience in the finance industry.
Matthew Mazzone (CRD# 4218498) is an Investment Advisor Representative working at Principal Securities, Inc. in Latham, NY and has over 23 years of experience in the finance industry.
Todd McDonald (CRD# 2589776) is an Investment Advisor Representative working at Mml Investors Services, LLC in Latham, NY and has over 29 years of experience in the finance industry.
Kristin Meyrick (CRD# 7851274) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has 1 year of experience in the finance industry.
Daniel Miller (CRD# 6323176) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Latham, NY and has over 10 years of experience in the finance industry.
Victoria Miller (CRD# 2013559) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 31 years of experience in the finance industry.
Phillip Monthie (CRD# 6361297) is an Investment Advisor Representative working at Monthie Wealth Advisors in Latham, NY and has over 9 years of experience in the finance industry.
Stephen Monthie (CRD# 7518764) is an Investment Advisor Representative working at Monthie Wealth Advisors in Latham, NY and has 1 year of experience in the finance industry. Stephen Monthie 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.