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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...
Cecilia Bettencourt (CRD# 2719809) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 15 years of experience in the finance industry.
Jay Bigman (CRD# 1079391) is an Investment Advisor Representative working at Lpl Financial LLC in South Windsor, CT and has over 41 years of experience in the finance industry.
Robert Bingham (CRD# 1417739) is an Investment Advisor Representative working at Sky Investment Group LLC in Hartford, CT and has over 38 years of experience in the finance industry.
Charles Birbara (CRD# 2669854) is an Investment Advisor Representative working at Sb Advisory, LLC in West Hartford, CT and has over 28 years of experience in the finance industry.
Brian Bishop (CRD# 2616912) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Enfield, CT and has over 27 years of experience in the finance industry.
Thomas Bivona (CRD# 2315680) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 31 years of experience in the finance industry.
Robert Black (CRD# 1063560) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Hartford, CT and has over 33 years of experience in the finance industry.
Joyce Bloomquist (CRD# 4923711) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 20 years of experience in the finance industry. Joyce Bloomquist 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.
Jared Bloxsom (CRD# 4458593) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 21 years of experience in the finance industry. Jared Bloxsom 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.
Edward Blumenthal (CRD# 1266575) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Hartford, CT and has over 39 years of experience in the finance industry.