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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
James McMahon (CRD# 7496745) is an Investment Advisor Representative working at Morgan Stanley in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Alfred Merchant (CRD# 2029339) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in South Glens Falls, NY and has over 34 years of experience in the finance industry.
Megan Merriam (CRD# 5611573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 5 years of experience in the finance industry.
Eric Miller (CRD# 2652243) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Saratoga Springs, NY and has over 28 years of experience in the finance industry. Eric 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.
Lubica Mills (CRD# 7635240) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Desiree Monahan (CRD# 6186823) is an Investment Advisor Representative working at Key Investment Services LLC in Saratoga Springs, NY and has over 9 years of experience in the finance industry.
Matthew Moore (CRD# 4806270) is an Investment Advisor Representative working at Nye Street Partners LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry. Matthew Moore 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.
Carissa Morganstein (CRD# 5833401) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
Katelyn Morley (CRD# 6935255) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
Sean Moynahan (CRD# 7425100) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 2 years of experience in the finance industry.