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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
Michael Mattes (CRD# 5387725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 12 years of experience in the finance industry.
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.
Angelo Mazzie (CRD# 1951342) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 34 years of experience in the finance industry.
Peter McCarron (CRD# 2439247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mahwah, NJ and has over 30 years of experience in the finance industry.
Patrick McCarthy (CRD# 4198534) is an Investment Advisor Representative working at Mml Investors Services, LLC in Stony Point, NY and has over 23 years of experience in the finance industry.
Lance McGinnis (CRD# 1212472) is an Investment Advisor Representative working at Lpl Financial LLC in New City, NY and has over 40 years of experience in the finance industry.
John McGlyn (CRD# 2711835) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pomona, NY and has over 19 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.
Charles Medlicott (CRD# 2116971) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fishkill, NY and has over 33 years of experience in the finance industry.
Mordechai Meisels (CRD# 3056135) is an Investment Advisor Representative working at Park Avenue Securities LLC in New City, NY and has over 25 years of experience in the finance industry.