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Distance Only Vernon, 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
Mark Barkasy (CRD# 4334575) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Vernon, CT and has over 19 years of experience in the finance industry.
Samuel Belsito (CRD# 3247530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vernon, CT and has over 24 years of experience in the finance industry. Samuel Belsito 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.
James Desrocher (CRD# 5401752) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 16 years of experience in the finance industry.
Peter Jesanis (CRD# 716437) is an Investment Advisor Representative working at Key Financial Concepts, Inc. in Vernon, CT and has over 33 years of experience in the finance industry. Peter Jesanis 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.
Jon Lindblom (CRD# 6542261) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Vernon, CT and has over 8 years of experience in the finance industry.
Jaime McAuliffe (CRD# 3024385) is an Investment Advisor Representative working at Fisher Investments in Vernon, CT and has over 21 years of experience in the finance industry.
Dennis Morin (CRD# 1609556) is an Investment Advisor Representative working at Commonwealth Financial Network in Vernon, CT and has over 28 years of experience in the finance industry. Dennis Morin 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.
Jeffrey Morin (CRD# 5222885) is an Investment Advisor Representative working at Commonwealth Financial Network in Vernon, CT and has over 17 years of experience in the finance industry.
Edward Myers (CRD# 1091874) is an Investment Advisor Representative working at Lpl Financial LLC in Vernon, CT and has over 30 years of experience in the finance industry.
Ralph Phillips (CRD# 4686281) is an Investment Advisor Representative working at Rmp Investments, LLC in Vernon, CT and has over 22 years of experience in the finance industry.