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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
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.
Eliot Meshulam (CRD# 2738612) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Monsey, NY and has over 17 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 17 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.
Gregory Mirecki (CRD# 2537672) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Washingtonville, NY and has over 28 years of experience in the finance industry.
Abraham Mizrahi (CRD# 4375143) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New City, NY and has over 23 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.
John Morgan (CRD# 2030826) is an Investment Advisor Representative working at Mountain View Strategic Wealth, LLC in Hopewell Junction, NY and has over 12 years of experience in the finance industry.