-
Distance Only South Windsor, 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
Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in South Windsor, CT and has over 20 years of experience in the finance industry.
Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has over 24 years of experience in the finance industry. Brian Andrus 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.
Jason Apruzzese (CRD# 5218589) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 17 years of experience in the finance industry.
Jacqueline Baldwin (CRD# 1532343) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 37 years of experience in the finance industry.
Kevin Baldwin (CRD# 1172829) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 39 years of experience in the finance industry.
Todd Becker (CRD# 4418247) is an Investment Advisor Representative working at Lpl Financial LLC in South Windsor, CT and has over 21 years of experience in the finance industry.
Jay Bigman (CRD# 1079391) is an Investment Advisor Representative working at Lpl Financial LLC in South Windsor, CT and has over 41 years of experience in the finance industry.
Jeff Branson (CRD# 6631518) is an Investment Advisor Representative working at Newedge Advisors in South Windsor, CT and has over 7 years of experience in the finance industry. Jeff Branson 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.
William Brice (CRD# 2238474) is an Investment Advisor Representative working at Lpl Financial LLC in South Windsor, CT and has over 30 years of experience in the finance industry.
Mark Butler (CRD# 1217156) is an Investment Advisor Representative working at Butler & Company, Inc. in South Windsor, CT and has over 34 years of experience in the finance industry.