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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
Wilmot Lee (CRD# 2745579) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwich, CT and has over 27 years of experience in the finance industry.
Mikael Lemieux (CRD# 6819871) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwich, CT and has over 6 years of experience in the finance industry. Mikael Lemieux 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.
Peter Lenane (CRD# 723201) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Greenwich, CT and has over 43 years of experience in the finance industry.
Daniel Lenoir (CRD# 6945991) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 5 years of experience in the finance industry.
David Levine (CRD# 2138119) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 29 years of experience in the finance industry. David Levine 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.
Ernest Liebre (CRD# 1089578) is an Investment Advisor Representative working at Captrust in Greenwich, CT and has over 37 years of experience in the finance industry.
Stephen Lillis (CRD# 3143056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 25 years of experience in the finance industry.
Edward Long (CRD# 2533062) is an Investment Advisor Representative working at Avity Investment Management Inc. in Greenwich, CT and has over 29 years of experience in the finance industry.
Robert Longsworth (CRD# 6248283) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 10 years of experience in the finance industry.
Victor Lord (CRD# 1515658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 31 years of experience in the finance industry.