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Distance Only Madison, CT
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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
Joseph Raymond (CRD# 5726207) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, CT and has over 14 years of experience in the finance industry.
Alice Reitz (CRD# 4663739) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 20 years of experience in the finance industry. Alice Reitz 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.
Linda Remington (CRD# 1569180) is an Investment Advisor Representative working at Eagle Strategies LLC in Madison, CT and has over 24 years of experience in the finance industry.
Robert Richard (CRD# 4417373) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, CT and has over 22 years of experience in the finance industry.
John Shaw (CRD# 4671128) is an Investment Advisor Representative working at Professional Alliance Associates, LLC in Madison, CT and has over 21 years of experience in the finance industry.
Eric Tashlein (CRD# 2275925) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Madison, CT and has over 27 years of experience in the finance industry. Eric Tashlein 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.
C Van Duinen (CRD# 2955290) is an Investment Advisor Representative working at Avantax Advisory Services in Madison, CT and has over 26 years of experience in the finance industry.
Robert Van Ostenbridge (CRD# 4556856) is an Investment Advisor Representative working at Newedge Advisors in Madison, CT and has over 21 years of experience in the finance industry. Robert Van Ostenbridge 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.
Patricia Walsh (CRD# 1526824) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, CT and has over 37 years of experience in the finance industry.
Evan Wax (CRD# 4694935) is an Investment Advisor Representative working at Wax Asset Management LLC in Madison, CT and has over 20 years of experience in the finance industry.