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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
Louis Pantuosco (CRD# 6615751) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Longmeadow, MA and has over 7 years of experience in the finance industry.
Utpal Parekh (CRD# 5664153) is an Investment Advisor Representative working at Lpl Financial LLC in Colchester, CT and has over 14 years of experience in the finance industry. Utpal Parekh 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.
Gregg Parker (CRD# 3051179) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Whitinsville, MA and has over 12 years of experience in the finance industry.
Michael Patrakis (CRD# 2356973) is an Investment Advisor Representative working at Commonwealth Financial Network in East Longmeadow, MA and has over 30 years of experience in the finance industry. Michael Patrakis 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 Peak (CRD# 4074049) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, CT and has over 24 years of experience in the finance industry.
Jillian Pelkey (CRD# 6598486) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Coventry, CT and has over 5 years of experience in the finance industry.
Gary Peloquin (CRD# 4662844) is an Investment Advisor Representative working at Westcott Investment Advisors LLC in Danielson, CT and has over 23 years of experience in the finance industry.
Raymond Perry (CRD# 360708) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Dayville, CT and has over 39 years of experience in the finance industry.
Arthur Peske (CRD# 5663646) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, CT and has over 14 years of experience in the finance industry.
Ralph Phillips (CRD# 4686281) is an Investment Advisor Representative working at Rmp Investments, LLC in Vernon, CT and has over 22 years of experience in the finance industry.