-
Distance Only Canton, CT
-
COMPENSATION Either
-
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
Renee Amochaev (CRD# 3253371) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 24 years of experience in the finance industry.
Corrin Burke (CRD# 4165505) is an Investment Advisor Representative working at Successful Wealth Strategies, LLC in Canton, CT and has over 23 years of experience in the finance industry. Corrin Burke 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 Chadwick (CRD# 2538140) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 25 years of experience in the finance industry. Michael Chadwick 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.
Beth Duffy (CRD# 5735407) is an Investment Advisor Representative working at Edward Jones in Canton, CT and has over 11 years of experience in the finance industry.
Joshua Ferreira (CRD# 5671651) is an Investment Advisor Representative working at Lpl Financial LLC in Canton, CT and has over 14 years of experience in the finance industry.
John Morris (CRD# 1032427) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Canton, CT and has over 36 years of experience in the finance industry.
Alexander Overkamp (CRD# 4129277) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 21 years of experience in the finance industry.
Thomas Sliney (CRD# 6571838) is an Investment Advisor Representative working at Bay Colony Advisors in Canton, CT and has 1 year of experience in the finance industry.
Travis Tazawa (CRD# 5867568) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 13 years of experience in the finance industry. Travis Tazawa 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 Donnelly (CRD# 5855149) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Canton, CT and has over 13 years of experience in the finance industry.