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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
Dean Leounis (CRD# 2222918) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Luann Losito (CRD# 4313831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 23 years 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.
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.
Laurie Schoen (CRD# 2105347) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Robert Watkins (CRD# 2207716) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Janice Williams (CRD# 1901772) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 35 years of experience in the finance industry.
Francesca Asher (CRD# 6697142) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Francesca Asher 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 Brock (CRD# 2192403) is an Investment Advisor Representative working at Esi Financial Advisors in Utica, NY and has over 32 years of experience in the finance industry.