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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
Edward Baroncini (CRD# 3043354) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, CT and has over 14 years of experience in the finance industry.
Michael Baum (CRD# 5582283) is an Investment Advisor Representative working at Commonwealth Financial Network in Pomfret Center, CT and has over 13 years of experience in the finance industry. Michael Baum 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.
James Beaulieu (CRD# 1914268) is an Investment Advisor Representative working at Beaulieu & Associates, LLC in Somers, CT and has over 29 years of experience in the finance industry.
Samuel Belsito (CRD# 3247530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vernon, CT and has over 24 years of experience in the finance industry. Samuel Belsito 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.
John Bernier (CRD# 1142327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstock, CT and has over 31 years of experience in the finance industry. John Bernier 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.
Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry. Steven Bokoff 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.
Dylan Bond (CRD# 2676643) is an Investment Advisor Representative working at Bond Financial Group, Inc. in East Longmeadow, MA and has over 28 years of experience in the finance industry.
Ronald Briggs (CRD# 1766508) is an Investment Advisor Representative working at Next Financial Group, Inc. in East Longmeadow, MA and has over 36 years of experience in the finance industry.
Michael Bronson (CRD# 6831876) is an Investment Advisor Representative working at Mb Financial Planning LLC in Richmond, RI and has over 6 years of experience in the finance industry.
Justin Brouillard (CRD# 4686824) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Putnam, CT and has over 20 years of experience in the finance industry.