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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
Peter Purcell (CRD# 2668849) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 24 years of experience in the finance industry.
Shari Rahmlow (CRD# 4494795) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 21 years of experience in the finance industry.
Ralph Romanello (CRD# 4266887) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 18 years of experience in the finance industry.
Rodney Salzberger (CRD# 409659) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hamden, CT and has over 34 years of experience in the finance industry.
Keith Schlingheyde (CRD# 2695601) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Hamden, CT and has over 28 years of experience in the finance industry.
Mark Stevens (CRD# 2924283) is an Investment Advisor Representative working at Lpl Financial LLC in Hamden, CT and has over 26 years of experience in the finance industry. Mark Stevens 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.
Matthew Stinson (CRD# 5228963) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hamden, CT and has over 17 years of experience in the finance industry.
Jordan Sullivan (CRD# 5212545) is an Investment Advisor Representative working at Lpl Financial LLC in Hamden, CT and has over 16 years of experience in the finance industry.
Richard Suraci (CRD# 2030095) is an Investment Advisor Representative working at Primerica Advisors in Hamden, CT and has over 34 years of experience in the finance industry.
Robert Velardi (CRD# 1522796) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hamden, CT and has over 16 years of experience in the finance industry.