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Distance Only Guilford, CT
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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
Richard Goodwin (CRD# 2153788) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 32 years of experience in the finance industry.
Philip Gottlick (CRD# 1666274) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 22 years of experience in the finance industry.
Daniel Guerra (CRD# 4856389) is an Investment Advisor Representative working at Mml Investors Services, LLC in Guilford, CT and has over 19 years of experience in the finance industry.
Keith Henkin (CRD# 2421916) is an Investment Advisor Representative working at Smartvalue Investment Management, LLC in Guilford, CT and has over 30 years of experience in the finance industry.
James Ian (CRD# 3021507) is an Investment Advisor Representative working at Mml Investors Services, LLC in Guilford, CT and has over 25 years of experience in the finance industry.
Sally Kennedy (CRD# 6193701) is an Investment Advisor Representative working at Real Financial Planning, LLC in Guilford, CT and has over 10 years of experience in the finance industry. Sally Kennedy 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.
Eric Lawton (CRD# 2808214) is an Investment Advisor Representative working at Lpl Financial LLC in Guilford, CT and has over 26 years of experience in the finance industry.
William Leete (CRD# 2400776) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 30 years of experience in the finance industry. William Leete 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.
Carolyn Matthes (CRD# 1357299) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 35 years of experience in the finance industry.
William Matthes (CRD# 1127116) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 40 years of experience in the finance industry.