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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
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.
Paul Michaels (CRD# 5742715) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 12 years of experience in the finance industry.
Paul Milano (CRD# 2605190) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 29 years of experience in the finance industry.
Sean Moloney (CRD# 2262096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 31 years of experience in the finance industry.
Douglas Moynihan (CRD# 2377224) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 30 years of experience in the finance industry.
Mark Naginey (CRD# 5936376) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 12 years of experience in the finance industry.
Maram Nashar (CRD# 4889888) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 18 years of experience in the finance industry.
Mark Papuzza (CRD# 6379758) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 7 years of experience in the finance industry.
Terrence Pellitteri (CRD# 2764433) is an Investment Advisor Representative working at Commonwealth Financial Network in Latham, NY and has over 27 years of experience in the finance industry. Terrence Pellitteri 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.
Tracy Rashford (CRD# 2100489) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 30 years of experience in the finance industry.