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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
Tricia Gordon (CRD# 2671358) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Cheshire, CT and has over 27 years of experience in the finance industry.
Rebecca Green (CRD# 3092319) is an Investment Advisor Representative working at Springboard Asset Management LLC in Cheshire, CT and has over 24 years of experience in the finance industry. Rebecca Green 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.
Jessica Grillo (CRD# 5569027) is an Investment Advisor Representative working at Commonwealth Financial Network in Cheshire, CT and has over 10 years of experience in the finance industry.
Robert Hoynes (CRD# 4172783) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, CT and has over 22 years of experience in the finance industry.
Matthew Kissh (CRD# 5522569) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cheshire, CT and has over 15 years of experience in the finance industry.
Justin Knickerbocker (CRD# 5920930) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 11 years of experience in the finance industry.
Marc Lennon (CRD# 5541293) is an Investment Advisor Representative working at Commonwealth Financial Network in Cheshire, CT and has over 15 years of experience in the finance industry. Marc Lennon 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.
Richard Leukart (CRD# 1356408) is an Investment Advisor Representative working at Charter Oak Asset Management, Inc. in Cheshire, CT and has over 14 years of experience in the finance industry.
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.
Wilbur Mann (CRD# 2610900) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, CT and has over 28 years of experience in the finance industry.