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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 Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Jacqueline Bianco (CRD# 1622856) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sag Harbor, NY and has over 27 years of experience in the finance industry.
John Sullivan (CRD# 5661525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sag Harbor, NY and has over 14 years of experience in the finance industry.
Barbara Doty (CRD# 1013886) is an Investment Advisor Representative working at Majority Asset Management, Inc. in Sag Harbor, NY and has over 34 years of experience in the finance industry.
Joseph Hajjar (CRD# 2645502) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sag Harbor, NY and has over 28 years of experience in the finance industry. Joseph Hajjar 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.
Frank Abel (CRD# 4288358) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 23 years of experience in the finance industry.
Leland Abrams (CRD# 5005616) is an Investment Advisor Representative working at Wynkoop LLC in Southampton, NY and has over 18 years of experience in the finance industry.
Andrew Agemy (CRD# 2184176) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 30 years of experience in the finance industry.
Daniel Agemy (CRD# 5744683) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 9 years of experience in the finance industry.
Scott Albraccio (CRD# 1666088) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 13 years of experience in the finance industry.