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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...
James Balesano (CRD# 860282) 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.
Steven Banaletti (CRD# 2233246) is an Investment Advisor Representative working at Lpl Financial LLC in Higganum, CT and has over 31 years of experience in the finance industry.
Alfred Bancroft (CRD# 4254382) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glastonbury, CT and has over 23 years of experience in the finance industry.
Frederick Baran (CRD# 6305692) is an Investment Advisor Representative working at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT and has over 7 years of experience in the finance industry. Frederick Baran 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.
Bury Barbier (CRD# 2256489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 27 years of experience in the finance industry.
Carlos Barbosa (CRD# 4489840) is an Investment Advisor Representative working at Horizon Investments LLC in Guilford, CT and has over 22 years of experience in the finance industry.
Michael Bartolotta (CRD# 4748239) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 20 years of experience in the finance industry. Michael Bartolotta 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 Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Robert Batick (CRD# 2192524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Guilford, CT and has over 32 years of experience in the finance industry.
Andrew Bauer (CRD# 2569665) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 29 years of experience in the finance industry.