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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
Nicole Leonard (CRD# 3003367) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 26 years of experience in the finance industry.
Jason Lurie (CRD# 5453402) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 16 years of experience in the finance industry.
Phillip Mabey (CRD# 6264786) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 9 years of experience in the finance industry.
Shane Mahieu (CRD# 2648754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 28 years of experience in the finance industry.
David Martin (CRD# 4968754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 18 years of experience in the finance industry.
David Massaroni (CRD# 5701496) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 11 years of experience in the finance industry.
Nicholas Mattiello (CRD# 5198529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 14 years of experience in the finance industry.
Ryan McCrea (CRD# 5349007) is an Investment Advisor Representative working at Equitable Advisors, LLC in Latham, NY and has over 16 years of experience in the finance industry.
Patrick McGreal (CRD# 1201782) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 39 years of experience in the finance industry.
Gretchen Meyer-Thornton (CRD# 6187216) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 10 years of experience in the finance industry.