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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
Jeremy Beitel (CRD# 3005952) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cheshire, CT and has over 25 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.
Paul Bortnick (CRD# 4683215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 19 years of experience in the finance industry.
Joshua Broder (CRD# 4634215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 19 years of experience in the finance industry.
Chad Cartier (CRD# 5390569) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 15 years of experience in the finance industry.
Steven Choquette (CRD# 1134302) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Cheshire, CT and has over 15 years of experience in the finance industry. Steven Choquette 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.
Donald Ciampi (CRD# 4341149) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Cheshire, CT and has over 21 years of experience in the finance industry.
Steven Fazo (CRD# 6056220) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Cheshire, CT and has over 9 years of experience in the finance industry.
Michael Giliberto (CRD# 1810309) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Cheshire, CT and has over 28 years of experience in the finance industry.
Tricia Gordon (CRD# 2671358) is an Investment Advisor Representative working at Infinex Investments, Inc. in Cheshire, CT and has over 26 years of experience in the finance industry.