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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
Philip Loftus (CRD# 2632779) is an Investment Advisor Representative working at Edward Jones in Chatham, NY and has over 28 years of experience in the finance industry.
Allison Loring (CRD# 5632900) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 10 years of experience in the finance industry.
John Loughlin (CRD# 2108772) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Troy, NY and has over 23 years of experience in the finance industry.
Jeremy Lundquist (CRD# 7876522) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has 1 year of experience in the finance industry.
Veronica Mangione (CRD# 5435145) is an Investment Advisor Representative working at Key Investment Services LLC in Valatie, NY and has over 16 years of experience in the finance industry.
Kelly McGrath (CRD# 5506466) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Troy, NY and has over 15 years of experience in the finance industry.
John Millet (CRD# 7526846) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry.
Benjamin Murphy (CRD# 1624289) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mechanicville, NY and has over 37 years of experience in the finance industry.
Olivia Mussett (CRD# 3139980) is an Investment Advisor Representative working at Mussett Wealth Management, LLC in Rensselaer, NY and has over 24 years of experience in the finance industry. Olivia Mussett 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.
Katherine Newey (CRD# 6153421) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pittsfield, MA and has over 8 years of experience in the finance industry.