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Lori A Mercaldi

from Champlain, NY
Age ~60
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Also known as:
Laurie Mercaldi, Mercaldi A Lori
Phone and address:
596 Dubois Rd, Perrys Mills, NY 12919
(518) 298-5009
Related to:
Martha A Kim, 44Catherine J Mercaldi, 42Rachel L Mercaldi, 39Michael W Bienskie, 38Mario P Mercaldi, 37Francis P Mercaldi, 62Luigi Mercaldi, 97
Connected to:
Daniel M Mercaldo, 84Jean Mercaldi, 85Julie A Mercaldi, 58Vincent J Mercaldo, 88Janine M Mercandetti, 43Ronald Mercandetti, 74Stacey A Mercandetti, 39Cecilia C Mercante, 57Christopher J Mercanti, 53Christy M Mercanti, 57

Lori Mercaldi Phones & Addresses

  • 596 Dubois Rd, Champlain, NY 12919 (518) 298-5009
  • Rouses Point, NY

Work

Company: Hd vest financial services 2006 to 2012 Position: Registered representative, investment advisor representative

Education

Degree: Bachelors, Bachelor of Science School / High School: State University of New York Empire State College Specialities: Accounting

Skills

Retirement Planning • Financial Advisory • Personal Finance • Securities • Financial Planners • Retirement • Estate Planning • Strategic Financial Planning • Small Business • Tax • Finance • Income Protection • Investments • Wealth Management • Accounting • Tax Preparation • Quickbooks Pro Advisor • Life Insurance • Financial Analysis • High Net Worth Individuals • Cash Management • Wealth • Investment Strategies • Finra • Wealth Accumulation • Tax Returns • Estate Tax Planning • Sales Tax • Personal Tax Planning • Financial Services • Cash Flow • Employee Benefits • Business • Insurance • Income Tax • Iras

Languages

English

Ranks

Certificate: Chartered Financial Consultant (Chfc)

Emails

l***[email protected]

Industries

Financial Services

Resumes

Resumes

Lori Mercaldi Photo 1

Profit Strategist

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Location:
596 Dubois Rd, Champlain, NY 12919
Industry:
Financial Services
Work:
Hd Vest Financial Services 2006 - 2012
Registered Representative, Investment Advisor Representative
Cadaret, Grant & Co., Inc. 2006 - 2012
Registered Representative, Investment Advisor Representative
Financial Tally 2006 - 2012
Financial and Tax Advisor
Profit First Professionals 2006 - 2012
Profit Strategist
Education:
State University of New York Empire State College
Bachelors, Bachelor of Science, Accounting The American College of Financial Services
Skills:
Retirement Planning
Financial Advisory
Personal Finance
Securities
Financial Planners
Retirement
Estate Planning
Strategic Financial Planning
Small Business
Tax
Finance
Income Protection
Investments
Wealth Management
Accounting
Tax Preparation
Quickbooks Pro Advisor
Life Insurance
Financial Analysis
High Net Worth Individuals
Cash Management
Wealth
Investment Strategies
Finra
Wealth Accumulation
Tax Returns
Estate Tax Planning
Sales Tax
Personal Tax Planning
Financial Services
Cash Flow
Employee Benefits
Business
Insurance
Income Tax
Iras
Languages:
English
Certifications:
Chartered Financial Consultant (Chfc)
Retirement Income Certified Professional (Ricp)
Enrolled Agent (Ea)
Accredited Business Accountant (Aba)
Series 7
Series 63
Nys Life Insurance License

Business Records

Name / Title
Company / Classification
Phones & Addresses
Lori Mercaldi
Owner
Financial Tally
Computer Software · Accounting and Tax Service · Operates As Accounting and Tax Service · Accountant · Tax Preparation Svcs
596 Dubois Rd, Champlain, NY 12919
(518) 298-5009
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Lori A Mercaldi from Champlain, NY, age ~60 Get Report