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Distance Only Essex, CT
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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
Lisa McMinn (CRD# 4331241) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 21 years of experience in the finance industry.
Jeffrey Mehler (CRD# 2766229) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Essex, CT and has over 27 years of experience in the finance industry. Jeffrey Mehler 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.
Bryan Murphy (CRD# 2537912) is an Investment Advisor Representative working at Alchemi Wealth, LLC in Essex, CT and has over 29 years of experience in the finance industry.
Nicholas Naumann (CRD# 5953129) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 12 years of experience in the finance industry.
Kevin Nolan (CRD# 2637999) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 28 years of experience in the finance industry. Kevin Nolan 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.
Dennis O'connor (CRD# 1541112) is an Investment Advisor Representative working at Brae Head, Inc. in Essex, CT and has over 37 years of experience in the finance industry.
Michael O'rourke (CRD# 1551838) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 31 years of experience in the finance industry.
Pauline Peterson (CRD# 2606791) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 23 years of experience in the finance industry.
Philip Reynolds (CRD# 1758555) is an Investment Advisor Representative working at Alchemi Wealth, LLC in Essex, CT and has over 36 years of experience in the finance industry.
Jeremy Soboleski (CRD# 5687520) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Essex, CT and has over 13 years of experience in the finance industry.