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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
Gregory Mattacola (CRD# 6912771) is an Investment Advisor Representative working at Strategic Financial Services in Rome, NY and has 1 year of experience in the finance industry. Gregory Mattacola 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.
William Matteson (CRD# 4452985) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 21 years of experience in the finance industry.
Joseph Mazzaferro (CRD# 6084595) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rome, NY and has over 11 years of experience in the finance industry. Joseph Mazzaferro 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.
Michael McGill (CRD# 4728513) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 20 years of experience in the finance industry.
Michael McGraw (CRD# 6058027) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 10 years of experience in the finance industry. Michael McGraw 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.
Adam Miller (CRD# 2971300) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Utica, NY and has over 25 years of experience in the finance industry.
Martin Moshier (CRD# 4342998) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 22 years of experience in the finance industry.
Graham Nelson (CRD# 4062287) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 24 years of experience in the finance industry.
Neil Nirelli (CRD# 1935718) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Canastota, NY and has over 34 years of experience in the finance industry.
Daniel Orcutt (CRD# 1837854) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Whitesboro, NY and has over 35 years of experience in the finance industry.