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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.
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.
Adam Parente (CRD# 5502122) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oneida, NY and has over 15 years of experience in the finance industry.
Laurie Schoen (CRD# 2105347) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Ruth Taber (CRD# 7088947) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clinton, NY and has 1 year of experience in the finance industry.
Robert Watkins (CRD# 2207716) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Janice Williams (CRD# 1901772) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 35 years of experience in the finance industry.