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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
Jordan McCaffrey (CRD# 5086421) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 15 years of experience in the finance industry.
Willliam McCloskey (CRD# 4802108) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Somers, CT and has over 19 years of experience in the finance industry.
Brandon McFadden (CRD# 5927114) is an Investment Advisor Representative working at Edward Jones in Greenfield, MA and has over 12 years of experience in the finance industry.
Corinne McFadden (CRD# 6211900) is an Investment Advisor Representative working at Edward Jones in Greenfield, MA and has over 5 years of experience in the finance industry.
Brendan McMahon (CRD# 6089564) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MA and has over 11 years of experience in the finance industry.
Derek Meade (CRD# 4420751) is an Investment Advisor Representative working at Avantax Advisory Services in Enfield, CT and has over 22 years of experience in the finance industry.
Paul Menzel (CRD# 3188954) is an Investment Advisor Representative working at Money Concepts Advisory Service in West Springfield, MA and has over 24 years of experience in the finance industry.
Patricia Metcalf Shermeta (CRD# 6082384) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northampton, MA and has over 9 years of experience in the finance industry. Patricia Metcalf Shermeta 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.
Daniel Miles (CRD# 1544423) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 37 years of experience in the finance industry.
Christopher Milne (CRD# 1048081) is an Investment Advisor Representative working at St. Germain Investment Management in Northampton, MA and has over 42 years of experience in the finance industry.