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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
Gregory McLean (CRD# 722787) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 43 years of experience in the finance industry.
Lon Merritt (CRD# 822735) is an Investment Advisor Representative working at Cs Planning Corp in New Hartford, NY and has over 37 years of experience in the finance industry. Lon Merritt 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.
Amy Mielnicki (CRD# 2105349) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Sarah Militano (CRD# 6062414) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 11 years of experience in the finance industry.
Gregory Morra (CRD# 1041734) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hartford, NY and has over 36 years of experience in the finance industry.
Melissa Motyl (CRD# 3065532) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 7 years of experience in the finance industry.
Craig Nelson (CRD# 6484725) is an Investment Advisor Representative working at Eagle Strategies LLC in New Hartford, NY and has over 8 years of experience in the finance industry.
Adam Parente (CRD# 5502122) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oneida, NY and has over 15 years of experience in the finance industry.
Matthew Savery (CRD# 5866367) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 11 years of experience in the finance industry. Matthew Savery 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.
Randall Savicki (CRD# 4226066) is an Investment Advisor Representative working at Savicki Capital, LLC in New Hartford, NY and has over 23 years of experience in the finance industry.