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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
Shelby Martin (CRD# 6347357) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 6 years of experience in the finance industry.
David Massaroni (CRD# 5701496) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 11 years of experience in the finance industry.
Claudio Mastroianni (CRD# 1811177) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Albany, NY and has over 36 years of experience in the finance industry. Claudio Mastroianni 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.
Nicholas Mattiello (CRD# 5198529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 14 years of experience in the finance industry.
William McCartan (CRD# 1470098) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 18 years of experience in the finance industry.
Scott McCauley (CRD# 1644291) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 37 years of experience in the finance industry. Scott McCauley 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.
Ryan McCrea (CRD# 5349007) is an Investment Advisor Representative working at Equitable Advisors, LLC in Latham, NY and has over 16 years of experience in the finance industry.
Thomas McDonald (CRD# 1411308) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 37 years of experience in the finance industry.
Thomas McDonald (CRD# 6129824) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 10 years of experience in the finance industry.
Patrick McGreal (CRD# 1201782) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 39 years of experience in the finance industry.