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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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Jennifer Carroll (CRD# 6555174) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Glastonbury, CT and has over 7 years of experience in the finance industry.
Lori Carroll (CRD# 2613869) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 26 years of experience in the finance industry.
Martin Carroll (CRD# 2942058) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Glastonbury, CT and has over 26 years of experience in the finance industry.
Felicia Carucci (CRD# 5469158) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.
Howard Case (CRD# 4494963) is an Investment Advisor Representative working at Founders Capital Management, LLC in East Hartford, CT and has over 22 years of experience in the finance industry.
Brian Cassidy (CRD# 3129153) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Windsor, CT and has over 18 years of experience in the finance industry.
Carl Castanho (CRD# 3256615) is an Investment Advisor Representative working at Securities America Advisors, Inc. in East Hartford, CT and has over 22 years of experience in the finance industry.
Michael Castiello (CRD# 6382294) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 9 years of experience in the finance industry.
Maria Castillo Dominguez (CRD# 6162011) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 9 years of experience in the finance industry. Maria Castillo Dominguez 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 Catalano (CRD# 4632955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Colchester, CT and has over 21 years of experience in the finance industry.