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Distance Only , 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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Adriano Almeida (CRD# 5013655) is an Investment Advisor Representative working at Vii Capital Management LLC in Stamford, CT and has 1 year of experience in the finance industry.
Edward Almy (CRD# 4524324) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 21 years of experience in the finance industry.
Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry. Michael Aloi 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.
Timothy Alston (CRD# 2688539) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 26 years of experience in the finance industry.
David Altman (CRD# 4735451) is an Investment Advisor Representative working at Alliancebernstein LP in Stamford, CT and has over 20 years of experience in the finance industry. David Altman 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.
Carlos Alvarado (CRD# 1329628) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 39 years of experience in the finance industry.
Enrique Alvarez (CRD# 820409) is an Investment Advisor Representative working at Retirement Doctor, LLC in Suffield, CT and has over 42 years of experience in the finance industry. Enrique Alvarez 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.
Jessica Alvarez (CRD# 4249909) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 23 years of experience in the finance industry.
Hugo Alves (CRD# 4210960) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Stamford, CT and has over 23 years of experience in the finance industry. Hugo Alves 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.
Mario Alvino (CRD# 4509908) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 21 years of experience in the finance industry.