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Distance Only Milford, 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
Jana L'etoile (CRD# 4490457) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 16 years of experience in the finance industry.
Gina Liburdi (CRD# 2903743) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 26 years of experience in the finance industry.
Randy Makles (CRD# 6463839) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milford, CT and has over 8 years of experience in the finance industry.
Dana Mascalo (CRD# 5050953) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 18 years of experience in the finance industry. Dana Mascalo 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.
Steven Massey (CRD# 1161171) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Milford, CT and has over 25 years of experience in the finance industry.
Jessie Morotto (CRD# 6774735) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, CT and has over 6 years of experience in the finance industry.
Mark Moyher (CRD# 2739419) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 27 years of experience in the finance industry.
Steven Nester (CRD# 5643820) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milford, CT and has over 15 years of experience in the finance industry.
Roberta Nestor (CRD# 1262376) is an Investment Advisor Representative working at Commonwealth Financial Network in Milford, CT and has over 37 years of experience in the finance industry.
Brian Noe (CRD# 5567219) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Milford, CT and has over 15 years of experience in the finance industry.