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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
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.
John McGlyn (CRD# 2711835) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pomona, NY and has over 19 years of experience in the finance industry.
John McInerney (CRD# 2447566) is an Investment Advisor Representative working at Key Investment Services LLC in Mount Kisco, NY and has over 22 years of experience in the finance industry.
Matthew Meddaugh (CRD# 2864394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Charles Medlicott (CRD# 2116971) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fishkill, NY and has over 33 years of experience in the finance industry.
Mordechai Meisels (CRD# 3056135) is an Investment Advisor Representative working at Park Avenue Securities LLC in New City, NY and has over 25 years of experience in the finance industry.
Armando Merino (CRD# 5709904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Lori Mezzetti (CRD# 2282578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 31 years of experience in the finance industry.
Myles Mezzetti (CRD# 842596) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 34 years of experience in the finance industry.
Garry Michel (CRD# 5307535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 17 years of experience in the finance industry. Garry Michel 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.