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Distance Only Newtown, 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
Imad Afiouni (CRD# 4759270) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newtown, CT and has over 12 years of experience in the finance industry.
Daniel Granucci (CRD# 4968727) is an Investment Advisor Representative working at Iron Path Wealth Management, Inc. in Newtown, CT and has over 18 years of experience in the finance industry. Daniel Granucci 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.
Cary Kortze (CRD# 2900544) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 23 years of experience in the finance industry.
John Kortze (CRD# 2447110) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 30 years of experience in the finance industry.
Stephen Nitz (CRD# 1298437) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 39 years of experience in the finance industry. Stephen Nitz 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.
Marianne Noyes Ryder (CRD# 1316465) is an Investment Advisor Representative working at Commonwealth Financial Network in Newtown, CT and has over 39 years of experience in the finance industry.
Bryan Roth (CRD# 2560529) is an Investment Advisor Representative working at Edward Jones in Newtown, CT and has over 16 years of experience in the finance industry.
Dominick Santoro (CRD# 4897645) is an Investment Advisor Representative working at Lpl Financial LLC in Newtown, CT and has over 19 years of experience in the finance industry.
Noah Schwartz (CRD# 3093620) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Newtown, CT and has over 20 years of experience in the finance industry. Noah Schwartz 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 Shohet (CRD# 1396727) is an Investment Advisor Representative working at Rls Financial Group, Inc. in Newtown, CT and has over 38 years of experience in the finance industry.