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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
Timothy Macherone (CRD# 5015484) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
Jonathan Mandwelle (CRD# 2493454) is an Investment Advisor Representative working at J. Mandwelle Capital Management in Queensbury, NY and has over 30 years of experience in the finance industry.
Michele Martin (CRD# 2204947) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
Raymond Martin (CRD# 1876256) is an Investment Advisor Representative working at Crescent Hill Partners LLC in Saratoga Springs, NY and has over 35 years of experience in the finance industry.
Richard Martino (CRD# 3118283) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 25 years of experience in the finance industry.
Samantha Masey (CRD# 7665285) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Saratoga Springs, NY and has 1 year of experience in the finance industry. Samantha Masey 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.
Adam Mc Neill (CRD# 4761522) is an Investment Advisor Representative working at True Living Financial in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
John McCarthy (CRD# 7220087) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Clinton McGowan (CRD# 2762124) is an Investment Advisor Representative working at Stonehaven Advisors, LLC in Porter Corners, NY and has over 27 years of experience in the finance industry.
Shon McLain (CRD# 4141062) is an Investment Advisor Representative working at Mml Investors Services, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.