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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
Karr McCurdy (CRD# 4839323) is an Investment Advisor Representative working at Rock Elm Capital Management LLC in Darien, CT and has over 19 years of experience in the finance industry.
Lynne Miller (CRD# 1273505) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has over 15 years of experience in the finance industry.
Steven Mondolino (CRD# 5763644) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has over 10 years of experience in the finance industry. Steven Mondolino 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.
Francois Morin (CRD# 2781497) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 10 years of experience in the finance industry.
Christopher Morley (CRD# 1574042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 31 years of experience in the finance industry.
Graham Murray (CRD# 4138351) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 24 years of experience in the finance industry.
Stephen Nitz (CRD# 1298437) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Darien, CT and has over 39 years of experience in the finance industry. Stephen Nitz 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.
G O'neil (CRD# 2069370) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 29 years of experience in the finance industry.
David Ornstein (CRD# 2189530) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 31 years of experience in the finance industry.
Paul Papapostolou (CRD# 6001727) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has over 16 years of experience in the finance industry. Paul Papapostolou 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.