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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
Tab Mak (CRD# 4754011) is an Investment Advisor Representative working at Lpl Financial LLC in Millwood, NY and has over 20 years of experience in the finance industry.
Stephen Mangiacotti (CRD# 5234290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorktown Heights, NY and has over 15 years of experience in the finance industry.
Frank Marano (CRD# 2457696) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Poughkeepsie, NY and has over 30 years of experience in the finance industry.
Victor Margiotta (CRD# 4928486) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorktown Heights, NY and has over 18 years of experience in the finance industry.
Elizabeth Mariconda (CRD# 5580892) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Somers, NY and has over 15 years of experience in the finance industry.
Joseph Marino (CRD# 2183923) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mahopac, NY and has over 32 years of experience in the finance industry.
Richard Martin (CRD# 1536729) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 37 years of experience in the finance industry.
Gary Marzotto (CRD# 5967296) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mount Kisco, NY and has over 11 years of experience in the finance industry. Gary Marzotto 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.
Charles Massimi (CRD# 1219041) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Armonk, NY and has over 40 years of experience in the finance industry.
Carla Mathias (CRD# 1349359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Kisco, NY and has over 38 years of experience in the finance industry.