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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...
Daniel Asiedu (CRD# 6521438) is an Investment Advisor Representative working at Primerica Advisors in North Branford, CT and has over 8 years of experience in the finance industry.
David Astorr (CRD# 2238818) is an Investment Advisor Representative working at Wilmington Capital Securities, LLC in East Hampton, NY and has over 14 years of experience in the finance industry.
Brenda Ayers (CRD# 7020465) is an Investment Advisor Representative working at Morgan Stanley in Mystic, CT and has over 5 years of experience in the finance industry.
Carlos Barbosa (CRD# 4489840) is an Investment Advisor Representative working at Horizon Investments LLC in Guilford, CT and has over 22 years of experience in the finance industry.
Mary Barty Scheurer (CRD# 2886346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 26 years of experience in the finance industry.
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 19 years of experience in the finance industry.
Robert Batick (CRD# 2192524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Guilford, CT and has over 32 years of experience in the finance industry.
Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 13 years of experience in the finance industry.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.