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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
Sal Lucido (CRD# 2402690) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 30 years of experience in the finance industry.
Gregory Lutfy (CRD# 2386934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 30 years of experience in the finance industry.
Steven Lyons (CRD# 5343894) is an Investment Advisor Representative working at Lpl Financial LLC in Hope, NJ and has over 16 years of experience in the finance industry.
Michellyne Macdonald (CRD# 4720480) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, NJ and has over 11 years of experience in the finance industry.
Scott Mackenzie (CRD# 5642422) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Andover, NJ and has over 14 years of experience in the finance industry.
Beena Maharjan (CRD# 4147417) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 23 years of experience in the finance industry.
Karen Mahida (CRD# 1520631) is an Investment Advisor Representative working at Primerica Advisors in Wayne, NJ and has over 37 years of experience in the finance industry.
Dinesh Mahtani (CRD# 4150814) is an Investment Advisor Representative working at Primerica Advisors in Wayne, NJ and has over 24 years of experience in the finance industry.
Alexandra Makowski (CRD# 6484618) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 8 years of experience in the finance industry. Alexandra Makowski 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.