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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
Kathleen Christensen (CRD# 5344482) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 16 years of experience in the finance industry.
William Clark (CRD# 5209655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has over 17 years of experience in the finance industry.
Christopher Cleland (CRD# 4731314) is an Investment Advisor Representative working at Brokers Financial in Farmington, CT and has over 20 years of experience in the finance industry. Christopher Cleland 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.
William Coe (CRD# 1564742) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Thomaston, CT and has over 24 years of experience in the finance industry.
Peter Cohen (CRD# 50112) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in West Simsbury, CT and has over 31 years of experience in the finance industry.
James Collins (CRD# 4990961) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Plainville, CT and has over 18 years of experience in the finance industry. James Collins 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.
Barbara Comer (CRD# 1014222) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Hartford, CT and has over 33 years of experience in the finance industry. Barbara Comer 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 Comerford (CRD# 2406078) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Litchfield, CT and has over 30 years of experience in the finance industry.
Tiffany Conte (CRD# 6365589) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has over 9 years of experience in the finance industry.
Henry Cormier (CRD# 727574) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, CT and has over 42 years of experience in the finance industry.