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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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Felicia Carucci (CRD# 5469158) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.
Jeffrey Casale (CRD# 4068571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bozrah, CT and has over 21 years of experience in the finance industry.
Rob Cassella (CRD# 5836230) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 13 years of experience in the finance industry.
Michael Castiello (CRD# 6382294) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 9 years of experience in the finance industry.
Paul Catalano (CRD# 4632955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Colchester, CT and has over 21 years of experience in the finance industry.
Mark Cavasino (CRD# 2241287) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 32 years of experience in the finance industry. Mark Cavasino 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.
Joe Celotto (CRD# 2837515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 26 years of experience in the finance industry.
Jason Cerniglia (CRD# 4390021) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mystic, CT and has over 23 years of experience in the finance industry. Jason Cerniglia 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.
James A Chambers Ii (CRD# 2373979) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 29 years of experience in the finance industry.
Daniel Champagne (CRD# 5714104) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 14 years of experience in the finance industry. Daniel Champagne 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.