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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
Paul Madden (CRD# 2582611) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Syracuse, NY and has over 29 years of experience in the finance industry.
Lawrence Mantle (CRD# 2482189) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Hartford, NY and has over 30 years of experience in the finance industry.
Zachary Maxwell (CRD# 6258293) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 10 years of experience in the finance industry.
Scott McCartney (CRD# 4938320) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year 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.
Lon Merritt (CRD# 822735) is an Investment Advisor Representative working at Cs Planning Corp in New Hartford, NY and has over 37 years of experience in the finance industry. Lon Merritt 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.
Daniel Meyer (CRD# 6209092) is an Investment Advisor Representative working at Lpl Financial LLC in La Fayette, NY and has over 9 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.
John Miller (CRD# 6148631) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 11 years of experience in the finance industry.