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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...
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Paul Catalano (CRD# 4632955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Colchester, CT and has over 20 years of experience in the finance industry.
Scott Chapman (CRD# 4886456) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Colchester, CT and has over 18 years of experience in the finance industry.
Mark Coletta (CRD# 3259187) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colchester, CT and has over 24 years of experience in the finance industry.
Donald David (CRD# 2766144) is an Investment Advisor Representative working at Mks Investment Management, Inc. in Colchester, CT and has over 27 years of experience in the finance industry.
Kevin Harris (CRD# 6583609) is an Investment Advisor Representative working at Edward Jones in Colchester, CT and has over 8 years of experience in the finance industry.
John Hathaway (CRD# 4723365) is an Investment Advisor Representative working at Money Concepts Advisory Service in Colchester, CT and has over 20 years of experience in the finance industry.
Utpal Parekh (CRD# 5664153) is an Investment Advisor Representative working at Lpl Financial LLC in Colchester, CT and has over 14 years of experience in the finance industry. Utpal Parekh 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.
Mark Rogozinski (CRD# 6878395) is an Investment Advisor Representative working at Edward Jones in Colchester, CT and has over 6 years of experience in the finance industry.