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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
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.
Philip Masi (CRD# 2275350) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Danbury, CT and has over 31 years of experience in the finance industry. Philip Masi 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.
Victoria Mathews (CRD# 4314397) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 23 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.
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 Matson (CRD# 1408878) is an Investment Advisor Representative working at Matson Financial Advisors, Inc. in Danbury, CT and has over 37 years of experience in the finance industry.
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.
Michael McCartan (CRD# 3166394) is an Investment Advisor Representative working at Cross River Management, LLC in Ridgefield, CT and has 1 year of experience in the finance industry.