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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
Sarah Marx (CRD# 1591727) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 35 years of experience in the finance industry.
Shubina Mathur (CRD# 4112467) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 24 years of experience in the finance industry.
Miranda Mauriello (CRD# 5954906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 8 years of experience in the finance industry.
William Miller (CRD# 2317402) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Haven, CT and has over 31 years of experience in the finance industry.
Ronald Milone (CRD# 4200818) is an Investment Advisor Representative working at Heritage Capital, LLC in New Haven, CT and has over 23 years of experience in the finance industry. Ronald Milone 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.
Deborah Moore (CRD# 1996511) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 30 years of experience in the finance industry.
David Moran (CRD# 2984693) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Haven, CT and has over 26 years of experience in the finance industry.
Samuel Motto (CRD# 2247143) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 8 years of experience in the finance industry.
Nicholas Moura (CRD# 4893738) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 18 years of experience in the finance industry.
Gregory Nappo (CRD# 6719456) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 6 years of experience in the finance industry.