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Distance Only Pittsford, NY
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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
Kathleen Lyon (CRD# 4493780) is an Investment Advisor Representative working at Lyon Capital Management, LLC in Pittsford, NY and has 1 year of experience in the finance industry. Kathleen Lyon 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.
Loretta Maddock (CRD# 4272278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 23 years of experience in the finance industry.
Rocky Martini (CRD# 6294091) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pittsford, NY and has over 9 years of experience in the finance industry.
Matthew Matteson (CRD# 3222448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 24 years of experience in the finance industry.
Gerald Mc Cue (CRD# 2291588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 31 years of experience in the finance industry.
Thomas McAuley (CRD# 2256232) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 31 years of experience in the finance industry.
William McCarthy (CRD# 5449404) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 16 years of experience in the finance industry.
Amy McKay (CRD# 2147407) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 32 years of experience in the finance industry.
Clayton Millard (CRD# 2944234) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 26 years of experience in the finance industry.
Michael Millard (CRD# 835486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 39 years of experience in the finance industry.