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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
Michael Mathias (CRD# 1349406) 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. Michael Mathias 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.
Robert Mathias (CRD# 2203318) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Kisco, NY and has over 32 years of experience in the finance industry. Robert Mathias 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.
Michael Mattes (CRD# 5387725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 12 years of experience in the finance industry.
David Mazzetti (CRD# 3002459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 26 years of experience in the finance industry. David Mazzetti 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.
Angelo Mazzie (CRD# 1951342) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 34 years of experience in the finance industry.
Judi McAnaw (CRD# 1576180) is an Investment Advisor Representative working at Edward Jones in Armonk, NY and has over 37 years of experience in the finance industry.
Patrick McCarthy (CRD# 4198534) is an Investment Advisor Representative working at Mml Investors Services, LLC in Stony Point, NY and has over 23 years of experience in the finance industry.
Paul McCarthy (CRD# 6491484) is an Investment Advisor Representative working at Kisco Capital, LLC in Mount Kisco, NY and has 1 year of experience in the finance industry.
James McCauley (CRD# 325350) is an Investment Advisor Representative working at Income & Asset Advisory, Inc. in Armonk, NY and has over 29 years of experience in the finance industry.
Lance McGinnis (CRD# 1212472) is an Investment Advisor Representative working at Lpl Financial LLC in New City, NY and has over 40 years of experience in the finance industry.