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Distance Only Cheshire, CT
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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
Jason Marsh (CRD# 6327039) is an Investment Advisor Representative working at Edward Jones in Cheshire, CT and has over 8 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 24 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 Nastri (CRD# 5178144) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, CT and has over 17 years of experience in the finance industry.
Jeffrey Pangaro (CRD# 5650691) is an Investment Advisor Representative working at Pasi Investments, LLC in Cheshire, CT and has over 14 years of experience in the finance industry.
Jeffrey Savelle (CRD# 729178) is an Investment Advisor Representative working at Fairport Advisors, Inc. in Cheshire, CT and has 1 year of experience in the finance industry.
Paul Shay (CRD# 420703) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cheshire, CT and has over 33 years of experience in the finance industry.
Joseph Stango (CRD# 1708432) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 36 years of experience in the finance industry.
Matthew Teel (CRD# 4873114) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Cheshire, CT and has over 19 years of experience in the finance industry. Matthew Teel 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.
Marguerite Tomeo (CRD# 1956825) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Cheshire, CT and has over 25 years of experience in the finance industry.
Edwin Toth (CRD# 735900) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, CT and has over 41 years of experience in the finance industry. Edwin Toth 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.