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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
Dean Leounis (CRD# 2222918) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Luann Losito (CRD# 4313831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 23 years of experience in the finance industry.
Allan Macvean (CRD# 2070157) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Johnstown, NY and has over 33 years of experience in the finance industry. Allan Macvean 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.
Lawrence Mantle (CRD# 2482189) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Hartford, NY and has over 30 years of experience in the finance industry.
Zachary Maxwell (CRD# 6258293) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 10 years of experience in the finance industry.
Scott McCartney (CRD# 4938320) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.
Gregory McLean (CRD# 722787) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 43 years of experience in the finance industry.
Amy Mielnicki (CRD# 2105349) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Sarah Militano (CRD# 6062414) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 11 years of experience in the finance industry.
Gregory Morra (CRD# 1041734) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hartford, NY and has over 36 years of experience in the finance industry.