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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
Brian McGuiness (CRD# 2218430) is an Investment Advisor Representative working at Lpl Financial LLC in Delmar, NY and has over 32 years of experience in the finance industry.
Daniel McWilliams (CRD# 2244661) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 32 years of experience in the finance industry.
Steven Meleco (CRD# 4991038) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 10 years of experience in the finance industry.
David Mello (CRD# 2558381) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 20 years of experience in the finance industry.
James Merrill (CRD# 4198174) is an Investment Advisor Representative working at Edward Jones in Albany, NY and has over 23 years of experience in the finance industry.
Charles Millar (CRD# 1947216) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 35 years of experience in the finance industry.
Curtis Miller (CRD# 1402739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 38 years of experience in the finance industry.
Lowell Miller (CRD# 2183374) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Woodstock, NY and has over 30 years of experience in the finance industry.
Shaun Miller (CRD# 5055164) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 18 years of experience in the finance industry.
William Miller (CRD# 4336822) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 23 years of experience in the finance industry. William Miller 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.