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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
George Taylor (CRD# 1104198) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Litchfield, CT and has over 34 years of experience in the finance industry. George Taylor 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.
Paul Casali (CRD# 1777253) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Litchfield, CT and has over 30 years of experience in the finance industry.
Allen Dunahoo (CRD# 5137316) is an Investment Advisor Representative working at Edward Jones in Litchfield, CT and has over 11 years of experience in the finance industry.
Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 22 years of experience in the finance industry.
Roger Moreau (CRD# 1701859) is an Investment Advisor Representative working at Moreau Investment Management Co in Litchfield, CT and has over 30 years of experience in the finance industry.
Paul Stancs (CRD# 5880265) is an Investment Advisor Representative working at Fisher Investments in Litchfield, CT and has over 7 years of experience in the finance industry.
Ann Taylor (CRD# 3226637) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Litchfield, CT and has over 18 years of experience in the finance industry.
Sarah Welch (CRD# 2407958) is an Investment Advisor Representative working at Park Avenue Securities LLC in Litchfield, CT and has over 11 years of experience in the finance industry.
David Wilson (CRD# 1060623) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Litchfield, CT and has over 26 years of experience in the finance industry.
Carmen Macca (CRD# 4375331) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Litchfield, CT and has 1 year of experience in the finance industry.