Distance Only Cos Cob, CT
- 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
Roberta Anderson (CRD# 2894918) is an Investment Advisor Representative working at People's United Advisors, Inc. in Cos Cob, CT and has over 24 years of experience in the finance industry. Roberta Anderson 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.
Wayne Jervis (CRD# 4915644) is an Investment Advisor Representative working at Jervis Alternative Asset Management Company (jaamco), LP in Cos Cob, CT and has over 16 years of experience in the finance industry.