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Distance Only Fairfield, 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
Victor Pena (CRD# 6400568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CT and has over 9 years of experience in the finance industry.
Walter Pierz (CRD# 2115546) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fairfield, CT and has over 26 years of experience in the finance industry.
Robin Pinkham (CRD# 1768005) is an Investment Advisor Representative working at Robin Pinkham Investment Advisory, LLC in Fairfield, CT and has over 35 years of experience in the finance industry.
Dana Preis (CRD# 3268819) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 24 years of experience in the finance industry.
Stephen Raccuia (CRD# 2862541) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CT and has over 27 years of experience in the finance industry.
Glenn Ratcliffe (CRD# 1193132) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Fairfield, CT and has over 40 years of experience in the finance industry. Glenn Ratcliffe 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.
David Raymond (CRD# 1671869) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Fairfield, CT and has over 33 years of experience in the finance industry.
Walter Rich (CRD# 4485418) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Fairfield, CT and has over 22 years of experience in the finance industry.
Charles Rocco (CRD# 6039796) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 11 years of experience in the finance industry. Charles Rocco 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.
Linda Roman (CRD# 1576155) is an Investment Advisor Representative working at Lpl Financial LLC in Fairfield, CT and has over 37 years of experience in the finance industry.