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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
Josip Antolos (CRD# 5029779) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 12 years of experience in the finance industry.
Richard Anton (CRD# 4352756) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 22 years of experience in the finance industry.
Daniela Aponte (CRD# 5274426) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 15 years of experience in the finance industry. Daniela Aponte 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.
Shane Appelbaum (CRD# 4772668) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 20 years of experience in the finance industry.
Lilliam Araque (CRD# 5803827) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwich, CT and has over 13 years of experience in the finance industry. Lilliam Araque 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.
John Arceri (CRD# 2948247) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 26 years of experience in the finance industry.
Frank Arena (CRD# 6542185) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 8 years of experience in the finance industry.
Jason Arena (CRD# 4968383) is an Investment Advisor Representative and owner at Catum Advisory Group, LLC. and has over 14 years of experience in the finance industry. Previously Mr. Arena was employed by Goldman Sachs in New York, Sydney Australia and Singapore.
Joseph Armisto (CRD# 6063682) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Brewster, NY and has over 9 years of experience in the finance industry. Joseph Armisto 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.
Jeb Armstrong (CRD# 2994929) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.