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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
Patrick O'connor (CRD# 1482727) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cromwell, CT and has over 17 years of experience in the finance industry.
Christopher Sprague (CRD# 5980303) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Cromwell, CT and has over 12 years of experience in the finance industry.
Christopher Thompson (CRD# 5124352) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cromwell, CT and has over 17 years of experience in the finance industry.
Kimberly Weston (CRD# 1443655) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cromwell, CT and has over 30 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.
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.
Halima Adam Dabre (CRD# 6155140) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Haven, CT and has over 10 years of experience in the finance industry.