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Distance Metro area (25 miles)
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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
Danielle Houle (CRD# 5679248) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, CT and has over 13 years of experience in the finance industry. Danielle Houle 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.
Brett Howard (CRD# 2468282) is an Investment Advisor Representative working at Howard Wealth Management, LLC in Madison, CT and has over 30 years of experience in the finance industry.
Justin Howard (CRD# 2888565) is an Investment Advisor Representative working at Howard Wealth Management, LLC in Madison, CT and has over 26 years of experience in the finance industry. Justin Howard 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.
Michael Illari (CRD# 4919091) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southampton, NY and has over 19 years of experience in the finance industry. Michael Illari 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.
Donna Judge (CRD# 2326739) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 30 years of experience in the finance industry.
Steven Kaczmarek (CRD# 2366781) is an Investment Advisor Representative working at East End Wealth Management in Hampton Bays, NY and has over 29 years of experience in the finance industry.
Fred Kalkstein (CRD# 263438) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in East Hampton, NY and has over 39 years of experience in the finance industry.
Yong Kim (CRD# 5654945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hampton Bays, NY and has over 14 years of experience in the finance industry. Yong Kim 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.
John Kinney (CRD# 1918369) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 34 years of experience in the finance industry.
George Kreuscher (CRD# 4532355) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 21 years of experience in the finance industry.