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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 Mezzetti (CRD# 2282578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 31 years of experience in the finance industry.
Myles Mezzetti (CRD# 842596) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 34 years of experience in the finance industry.
Garry Michel (CRD# 5307535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 16 years of experience in the finance industry. Garry Michel 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.
Luis Neely (CRD# 5445868) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 16 years of experience in the finance industry.
Jason Netrosio (CRD# 2743225) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, NY and has over 27 years of experience in the finance industry.
William Niederauer (CRD# 4219481) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 19 years of experience in the finance industry.
Scott Onofry (CRD# 4746065) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Port Jervis, NY and has over 19 years of experience in the finance industry. Scott Onofry 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.
Jennifer Paolicelli (CRD# 2151893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 26 years of experience in the finance industry.
Sandeepkumar Patel (CRD# 2534045) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 27 years of experience in the finance industry.
Anthony Perez (CRD# 6993133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 5 years of experience in the finance industry.