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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
Michael Knutstrom (CRD# 4587503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 21 years of experience in the finance industry.
Kerry Lee (CRD# 2688537) is an Investment Advisor Representative working at Altamira Financial Group, LLC in Santa Fe, NM and has over 28 years of experience in the finance industry.
Sherry Liu (CRD# 5701053) is an Investment Advisor Representative working at Millstein Advisors, LLC in Santa Fe, NM and has over 16 years of experience in the finance industry.
Angelica Lovato (CRD# 6942955) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 5 years of experience in the finance industry.
Carl Luff (CRD# 1475709) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Fe, NM and has over 37 years of experience in the finance industry.
Robert Macdonald (CRD# 5387458) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 16 years of experience in the finance industry.
John Macukas (CRD# 4163241) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Fe, NM and has over 23 years of experience in the finance industry. John Macukas 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.
Mary Macukas (CRD# 5598722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Fe, NM and has over 15 years of experience in the finance industry. Mary Macukas 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.
Ramona Malec (CRD# 4704984) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Santa Fe, NM and has over 7 years of experience in the finance industry.
David Marion (CRD# 2003031) is an Investment Advisor Representative working at Santa Fe Advisors LLC in Santa Fe, NM and has over 33 years of experience in the finance industry.