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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
Phillip Mabey (CRD# 6264786) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 9 years of experience in the finance industry.
Dino Macaluso (CRD# 1496076) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 38 years of experience in the finance industry.
Joseph Macaluso (CRD# 5835613) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 10 years of experience in the finance industry.
Shane Mahieu (CRD# 2648754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 28 years of experience in the finance industry.
Thomas Malinowski (CRD# 1488636) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 35 years of experience in the finance industry.
Robert Mangold (CRD# 6433035) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 9 years of experience in the finance industry. Robert Mangold 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.
Nicole Mann (CRD# 6426497) is an Investment Advisor Representative working at Lpl Financial LLC in Altamont, NY and has over 8 years of experience in the finance industry.
Gregory Manning (CRD# 2193829) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 32 years of experience in the finance industry.
James Marshall (CRD# 2022178) is an Investment Advisor Representative working at Jm Advisors, LLC in Albany, NY and has over 34 years of experience in the finance industry.
David Martin (CRD# 4968754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 18 years of experience in the finance industry.