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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
James Hammel (CRD# 2179289) is an Investment Advisor Representative working at Edward Jones in Granby, CT and has over 21 years of experience in the finance industry.
Darien Lewie (CRD# 3247618) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Granby, CT and has over 23 years of experience in the finance industry.
Edmund Michniewicz (CRD# 4612918) is an Investment Advisor Representative working at Longvue Capital Management in Granby, CT and has 1 year of experience in the finance industry.
Joan Valenti (CRD# 1057262) is an Investment Advisor Representative working at Lpl Financial LLC in Granby, CT and has over 39 years of experience in the finance industry. Joan Valenti 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 Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Danielle Accardi (CRD# 4385290) is an Investment Advisor Representative working at Lpl Financial LLC in Wilbraham, MA and has over 9 years of experience in the finance industry.
Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in South Windsor, CT and has over 19 years of experience in the finance industry.
Victor Adler (CRD# 1654) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 40 years of experience in the finance industry.
Brandon Affeldt (CRD# 6423673) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 7 years of experience in the finance industry.