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Distance Only Farmington, 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
Richard Persechino (CRD# 6963764) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 3 years of experience in the finance industry. Richard Persechino 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.
Daniel Rider (CRD# 7643142) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has 1 year of experience in the finance industry.
Sarah Rioux (CRD# 7634801) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Christopher Rizzio (CRD# 7333030) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 2 years of experience in the finance industry.
Jack Rose (CRD# 7466387) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Michael Samoska (CRD# 6727782) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 5 years of experience in the finance industry.
Mia Servidone (CRD# 7797438) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Patrick Sullivan (CRD# 6403514) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry. Patrick Sullivan 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.
Peter Tasillo (CRD# 6990571) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has 1 year of experience in the finance industry.
Rebecca Ward (CRD# 6692246) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Farmington, CT and has over 7 years of experience in the finance industry.