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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
Dean Aita (CRD# 2210394) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Washington Depot, CT and has over 32 years of experience in the finance industry. Dean Aita 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.
Gerald Alena (CRD# 1843284) is an Investment Advisor Representative working at Trpc Advisory Services in Middlebury, CT and has over 23 years of experience in the finance industry.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...
Philip Allopenna (CRD# 6311090) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 9 years of experience in the finance industry.
Timothy Alston (CRD# 2688539) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 26 years of experience in the finance industry.
Brett Amendola (CRD# 2160647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Haven, CT and has over 28 years of experience in the finance industry.
Renee Amochaev (CRD# 3253371) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 24 years of experience in the finance industry.
Martin Anastasio (CRD# 4505577) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbridge, CT and has over 21 years of experience in the finance industry.
Keith Anderson (CRD# 2209831) is an Investment Advisor Representative working at Commonwealth Financial Network in Shelton, CT and has over 27 years of experience in the finance industry.
Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 12 years of experience in the finance industry. Adrian Andreotta 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.