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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
Susan McCormick (CRD# 3074871) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 25 years of experience in the finance industry.
Michael McGuire (CRD# 2447022) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 30 years of experience in the finance industry.
Cheryl McLeod (CRD# 2964852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Syracuse, NY and has over 26 years of experience in the finance industry.
Nelson Mead (CRD# 1749754) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 36 years of experience in the finance industry. Nelson Mead 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.
Sean Meighan (CRD# 5437955) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 16 years of experience in the finance industry.
Daniel Meyer (CRD# 6209092) is an Investment Advisor Representative working at Lpl Financial LLC in La Fayette, NY and has over 9 years of experience in the finance industry.
Kelly Michalek (CRD# 5852089) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 13 years of experience in the finance industry.
John Miller (CRD# 6148631) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 11 years of experience in the finance industry.
Lisa Miller (CRD# 4612774) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 16 years of experience in the finance industry.
Christopher Milner (CRD# 4671450) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 10 years of experience in the finance industry.