-
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
Maria Marcellus (CRD# 7126444) is an Investment Advisor Representative working at Equitable Advisors, LLC in Watertown, NY and has over 2 years of experience in the finance industry.
Stewart McCollum (CRD# 3257882) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gouverneur, NY and has over 24 years of experience in the finance industry.
Daniel Miles (CRD# 4908207) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 19 years of experience in the finance industry.
William Moran (CRD# 7816168) is an Investment Advisor Representative working at First Command Advisory Services in Watertown, NY and has 1 year of experience in the finance industry.
Michael Nevills (CRD# 6936245) is an Investment Advisor Representative working at Lpl Financial LLC in Watertown, NY and has over 2 years of experience in the finance industry.
Melissa O'brien (CRD# 5450026) is an Investment Advisor Representative working at Key Investment Services LLC in Lowville, NY and has over 16 years of experience in the finance industry.
Colleen O'shaughnessy (CRD# 6040894) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Watertown, NY and has over 11 years of experience in the finance industry.
Andrew Parisian (CRD# 6741493) is an Investment Advisor Representative working at Morgan Stanley in Watertown, NY and has 1 year of experience in the finance industry. Andrew Parisian 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.
Michael Pavlot (CRD# 4510112) is an Investment Advisor Representative working at Commonwealth Financial Network in Clayton, NY and has over 21 years of experience in the finance industry.
Arnold Pechler (CRD# 1055462) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 39 years of experience in the finance industry. Arnold Pechler 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.