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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
Lisa Morris (CRD# 4288052) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 21 years of experience in the finance industry.
Nathaniel Morris (CRD# 6007094) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Farmington, CT and has over 12 years of experience in the finance industry.
William Morse (CRD# 4727991) is an Investment Advisor Representative working at Morse Investment Management Company, Inc. in Farmington, CT and has 1 year of experience in the finance industry.
Peter Murphy (CRD# 716989) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has over 39 years of experience in the finance industry.
Bichop Nawrot (CRD# 837409) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 41 years of experience in the finance industry. Bichop Nawrot 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.
Richard Norkun (CRD# 349095) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 32 years of experience in the finance industry.
Richard Ohanesian (CRD# 844545) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 39 years of experience in the finance industry.
Kailee Ostroski (CRD# 6732832) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 7 years of experience in the finance industry. Kailee Ostroski 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.
Mark Pelletier (CRD# 4261707) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 23 years of experience in the finance industry.
Lyle Pennell (CRD# 4544987) is an Investment Advisor Representative working at Private Advisor Group, LLC in Farmington, CT and has over 21 years of experience in the finance industry.