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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
Robert Matluck (CRD# 1185892) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 40 years of experience in the finance industry.
Rachel McCormack (CRD# 4976167) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 17 years of experience in the finance industry.
Amy McLandress (CRD# 2640527) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 28 years of experience in the finance industry.
Laura Medigovich (CRD# 2484810) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Purchase, NY and has over 17 years of experience in the finance industry. Laura Medigovich 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.
Carlos Mejia (CRD# 5011069) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 18 years of experience in the finance industry.
Erik Metviner (CRD# 6218837) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 10 years of experience in the finance industry.
Kenneth Metviner (CRD# 1178560) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 40 years of experience in the finance industry.
John Mikaelian (CRD# 5852677) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 13 years of experience in the finance industry.
Daniel Moskow (CRD# 2243929) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 31 years of experience in the finance industry.
Jonathan Moskowitz (CRD# 1730428) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 17 years of experience in the finance industry.