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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
Ariel Stein (CRD# 6265754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 8 years of experience in the finance industry. Ariel Stein 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 Stein (CRD# 1461969) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 37 years of experience in the finance industry. Jeffrey Stein 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 Tittmann (CRD# 1341105) is an Investment Advisor Representative working at Tittmann & Rusch, LLC in Avon, CT and has over 38 years of experience in the finance industry. Peter Tittmann 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.
Steven Tripp (CRD# 6159107) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 10 years of experience in the finance industry.
Thomas Turon (CRD# 6618088) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Avon, CT and has over 5 years of experience in the finance industry.
Alexander Walsh (CRD# 2578642) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Avon, CT and has over 29 years of experience in the finance industry.
Nicholas Walsh (CRD# 3074491) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Avon, CT and has over 25 years of experience in the finance industry. Nicholas Walsh 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 Warnke (CRD# 3185174) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Avon, CT and has over 24 years of experience in the finance industry.
Eliot Weissberg (CRD# 719046) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 40 years of experience in the finance industry.
Susan Davies (CRD# 6085075) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Avon, CT and has 1 year of experience in the finance industry.