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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
Lori Coyne Mcdaniel (CRD# 1047283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melville, NY and has over 23 years of experience in the finance industry.
Philip Cracchiola (CRD# 1643070) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 30 years of experience in the finance industry.
John Cullinan (CRD# 4467952) is an Investment Advisor Representative working at Lpl Financial LLC in Melville, NY and has over 22 years of experience in the finance industry.
Michael Cuneo (CRD# 4634237) is an Investment Advisor Representative working at Compass Advisors in Melville, NY and has over 20 years of experience in the finance industry. Michael Cuneo 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.
Kevin Cunningham (CRD# 3189048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 23 years of experience in the finance industry.
John Curry (CRD# 2133198) is an Investment Advisor Representative working at Eagle Strategies LLC in Melville, NY and has over 32 years of experience in the finance industry.
Kenneth Cusick (CRD# 1384444) is an Investment Advisor Representative working at Park Avenue Securities LLC in Melville, NY and has over 20 years of experience in the finance industry.
Raymond Dady (CRD# 4272140) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 20 years of experience in the finance industry.
Brian Davis (CRD# 1000857) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 28 years of experience in the finance industry.
James Davis (CRD# 2814539) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 26 years of experience in the finance industry.