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Distance Only Branford, CT
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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
Jeffrey Welsh (CRD# 2281625) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 31 years of experience in the finance industry.
Robert Worrell (CRD# 2539187) is an Investment Advisor Representative working at Worrell Advisory Services in Branford, CT and has over 27 years of experience in the finance industry.
Pamela Smith (CRD# 2068970) is an Investment Advisor Representative working at Lpl Financial LLC in Branford, CT and has over 27 years of experience in the finance industry.
Paul Brennan (CRD# 2190695) is an Investment Advisor Representative working at Lifeplan Wealth Management Group LLC in Branford, CT and has over 27 years of experience in the finance industry. Paul Brennan 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.
Meagan Dejesus (CRD# 5785697) is an Investment Advisor Representative working at On Investment Management Co in Branford, CT and has over 10 years of experience in the finance industry.
Mickey Goldberg (CRD# 7174464) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Branford, CT and has over 3 years of experience in the finance industry.
Benjamin Onofrio (CRD# 6962912) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Branford, CT and has over 5 years of experience in the finance industry.
Zachary Racow (CRD# 7449022) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Branford, CT and has over 2 years of experience in the finance industry.