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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
Charles Kunzelman (CRD# 3270367) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Haven, CT and has over 24 years of experience in the finance industry.
Alyssa Crews (CRD# 7810924) is an Investment Advisor Representative working at Silver Oak Wealth Advisors Services, LLC in East Haven, CT and has 1 year of experience in the finance industry. Alyssa Crews 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.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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.
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.
Frank Adams (CRD# 2941787) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 26 years of experience in the finance industry.
Nancy Adams (CRD# 3063448) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fairfield, CT and has over 25 years of experience in the finance industry.