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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
John McCauley (CRD# 1275230) is an Investment Advisor Representative working at Mccauley Investments Advisors LLC in Guilford, CT and has over 39 years of experience in the finance industry.
Eniko Mikle (CRD# 2563071) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 18 years of experience in the finance industry.
Alexander Monte (CRD# 6351502) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 9 years of experience in the finance industry.
Robert Monte (CRD# 1259890) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 40 years of experience in the finance industry.
Diego Montoya (CRD# 5568566) is an Investment Advisor Representative working at Mml Investors Services, LLC in Guilford, CT and has over 15 years of experience in the finance industry.
Anthony Morgillo (CRD# 3053010) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 25 years of experience in the finance industry. Anthony Morgillo 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.
Jennifer O'brien (CRD# 2460908) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 26 years of experience in the finance industry.
Carrie O'neil (CRD# 5159896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 17 years of experience in the finance industry.
Matt Paulsen (CRD# 4793126) 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.
William Pello (CRD# 5608476) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 15 years of experience in the finance industry.