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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
Mark Levitch (CRD# 5966107) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 14 years of experience in the finance industry.
Anita Lombardi (CRD# 4127712) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.
Derek Loomis (CRD# 4275610) is an Investment Advisor Representative working at Edward Jones in Cicero, NY and has over 23 years of experience in the finance industry.
Philip Ludwig (CRD# 2699297) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 27 years of experience in the finance industry.
Kenneth Maag (CRD# 6435401) is an Investment Advisor Representative working at Edward Jones in Liverpool, NY and has over 9 years of experience in the finance industry.
Jerod Macko (CRD# 4964708) is an Investment Advisor Representative working at Wells Fargo Advisors in Syracuse, NY and has over 18 years of experience in the finance industry.
William Maffei (CRD# 1122568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Syracuse, NY and has over 37 years of experience in the finance industry.
Patrick Mahardy (CRD# 5044779) is an Investment Advisor Representative working at Commonwealth Financial Network in Syracuse, NY and has over 18 years of experience in the finance industry. Patrick Mahardy 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.
Rex Mahoney (CRD# 6361779) is an Investment Advisor Representative working at Adirondack Capital Advisors, LLC in Syracuse, NY and has over 9 years of experience in the finance industry.
Mark Mahshie (CRD# 1028856) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 38 years of experience in the finance industry.