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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
Daniel Agemy (CRD# 5744683) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 9 years of experience in the finance industry.
Marc Agresti (CRD# 2507278) is an Investment Advisor Representative working at Primerica Advisors in Milford, CT and has over 29 years of experience in the finance industry.
Keith Albert (CRD# 4641247) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
Scott Albraccio (CRD# 1666088) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in East Haven, CT and has over 13 years of experience in the finance industry.
Andrew Alden (CRD# 1497067) is an Investment Advisor Representative working at The Community Foundation For Greater New Haven, Inc. in New Haven, CT and has over 10 years of experience in the finance industry.
Gerald Alena (CRD# 1843284) is an Investment Advisor Representative working at Trpc Advisory Services in Middlebury, CT and has over 23 years of experience in the finance industry.
Thomas Alexa (CRD# 2878569) is an Investment Advisor Representative working at Alexa Wealth Management, LLC in Deep River, CT and has over 26 years of experience in the finance industry.
Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...
Sharon Alleman (CRD# 5520454) 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. Sharon Alleman 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.