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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
Robert Malik (CRD# 2107893) is an Investment Advisor Representative working at Charter Oak Asset Management, Inc. in Cheshire, CT and has 40 years of experience in the finance industry.
Jeremy Beitel (CRD# 3005952) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, CT and has over 20 years of experience in the finance industry. Jeremy Beitel 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 Giliberto (CRD# 1810309) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Cheshire, CT and has over 23 years of experience in the finance industry.
Robert Hoynes (CRD# 4172783) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Cheshire, CT and has over 16 years of experience in the finance industry.
Elana Muzzey (CRD# 3259501) is an Investment Advisor Representative working at Commonwealth Financial Network in Cheshire, CT and has over 18 years of experience in the finance industry. Elana Muzzey 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.
David Primozich (CRD# 2731982) is an Investment Advisor Representative working at Stone Arch Wealth Advisors, LLC in Cheshire, CT and has over 20 years of experience in the finance industry. David Primozich 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.
Paul Shay (CRD# 420703) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cheshire, CT and has over 27 years of experience in the finance industry.
Anthony Assante (CRD# 2413644) is an Investment Advisor Representative working at Commonwealth Financial Network in Cheshire, CT and has over 22 years of experience in the finance industry.
Linda Blackburn (CRD# 5855381) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Cheshire, CT and has over 7 years of experience in the finance industry.