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Distance Only Westport, 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
Arnold Blumenfeld (CRD# 707374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 34 years of experience in the finance industry.
David Boczar (CRD# 1769659) is an Investment Advisor Representative working at Bay Colony Advisors in Westport, CT and has over 35 years of experience in the finance industry. David Boczar 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.
Richard Boehm (CRD# 2365186) is an Investment Advisor Representative working at Winthrop Wealth in Westport, CT and has over 30 years of experience in the finance industry. Richard Boehm 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.
Scott Bogan (CRD# 2763347) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 27 years of experience in the finance industry.
Laura Boretsky (CRD# 4901067) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 18 years of experience in the finance industry.
Kevin Brady (CRD# 6456137) is an Investment Advisor Representative working at Mjp Wealth Advisors in Westport, CT and has over 9 years of experience in the finance industry. Kevin Brady 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.
Peter Breslin (CRD# 6126733) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Westport, CT and has over 11 years of experience in the finance industry.
Deborah Briskin (CRD# 1252096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 40 years of experience in the finance industry.
Robert Brody (CRD# 1792270) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 36 years of experience in the finance industry.
Max Brouard (CRD# 5874082) is an Investment Advisor Representative working at Fisher Investments in Westport, CT and has over 13 years of experience in the finance industry.