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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
Andrew Alden (CRD# 1497067) is an Investment Advisor Representative working at The Community Foundation For Greater New Haven, Inc. in New Haven, CT and has over 10 years of experience in the finance industry.
Gerald Alena (CRD# 1843284) is an Investment Advisor Representative working at Trpc Advisory Services in Middlebury, CT and has over 23 years of experience in the finance industry.
Christopher Alexis (CRD# 1770542) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 35 years of experience in the finance industry.
Charles Alfaro (CRD# 6847707) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Rochelle, NY and has over 6 years of experience in the finance industry.
Louis Alfero (CRD# 1053806) is an Investment Advisor Representative working at Lpl Financial LLC in Norwalk, CT and has over 30 years of experience in the finance industry.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...
Theodor Allen (CRD# 6492758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 8 years of experience in the finance industry.
Scott Alley (CRD# 4694586) is an Investment Advisor Representative working at Edward Jones in Greenwich, CT and has over 19 years of experience in the finance industry.
Philip Allopenna (CRD# 6311090) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 9 years of experience in the finance industry.
Adriano Almeida (CRD# 5013655) is an Investment Advisor Representative working at Vii Capital Management LLC in Stamford, CT and has 1 year of experience in the finance industry.