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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
Thomas Schneider (CRD# 2443904) is an Investment Advisor Representative working at Money Concepts Advisory Service in Farmington, CT and has over 30 years of experience in the finance industry. Thomas Schneider 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.
Paul Scileppi (CRD# 2346044) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, CT and has over 30 years of experience in the finance industry.
John Shanley (CRD# 5647373) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry. John Shanley 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.
Lori Simoncelli (CRD# 4034392) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 23 years of experience in the finance industry.
Jarrett Solomon (CRD# 4693541) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 20 years of experience in the finance industry. Jarrett Solomon 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.
Michael Stamos (CRD# 4164253) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 20 years of experience in the finance industry.
Dennis Stanek (CRD# 2074003) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has over 33 years of experience in the finance industry.
Scott Stevens (CRD# 2202156) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 32 years of experience in the finance industry.
Brian Sullivan (CRD# 4244770) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 22 years of experience in the finance industry.
Richard Sullivan (CRD# 439785) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 39 years of experience in the finance industry.