-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jeffrey Little (CRD# 6804406) is an Investment Advisor Representative working at Equitable Advisors, LLC in Middletown, NY and has over 5 years of experience in the finance industry.
Frank Locatell (CRD# 2217330) is an Investment Advisor Representative working at Fiducient Advisors LLC in Goshen, NY and has over 15 years of experience in the finance industry. Frank Locatell 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.
James Loehle (CRD# 1058775) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 33 years of experience in the finance industry.
Daniel Lofrese (CRD# 850684) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe, NY and has over 20 years of experience in the finance industry.
Sal Lucido (CRD# 2402690) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 30 years of experience in the finance industry.
Gregory Lutfy (CRD# 2386934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 30 years of experience in the finance industry.
Richard Martin (CRD# 1536729) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 37 years of experience in the finance industry.
Lori Mezzetti (CRD# 2282578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 31 years of experience in the finance industry.
Myles Mezzetti (CRD# 842596) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 34 years of experience in the finance industry.
Garry Michel (CRD# 5307535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 16 years of experience in the finance industry. Garry Michel 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.