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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
David Mazzetti (CRD# 3002459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 26 years of experience in the finance industry. David Mazzetti 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 McDonough (CRD# 6176346) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 8 years of experience in the finance industry.
Matthew Meddaugh (CRD# 2864394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Evan Meltzer (CRD# 1133833) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingston, NY and has over 40 years of experience in the finance industry.
Philip Meltzer (CRD# 2768288) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingston, NY and has over 19 years of experience in the finance industry. Philip Meltzer 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.
Armando Merino (CRD# 5709904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Lowell Miller (CRD# 2183374) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Woodstock, NY and has over 30 years of experience in the finance industry.
John Paul Mollica (CRD# 5211454) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
Irene Monck (CRD# 5412961) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
Denise Morgantini (CRD# 2226577) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 6 years of experience in the finance industry.