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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.
Dana Barrows (CRD# 1026480) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Springfield, MA and has over 28 years of experience in the finance industry.
Michael Bartolotta (CRD# 4748239) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 20 years of experience in the finance industry. Michael Bartolotta 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.
Andrew Bassock (CRD# 4045368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 24 years of experience in the finance industry.
Andrew Bauer (CRD# 2569665) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 29 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.
Gregory Beaulieu (CRD# 6083262) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 11 years of experience in the finance industry.
James Beaulieu (CRD# 5618166) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 14 years of experience in the finance industry.
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.
Kevin Beaulieu (CRD# 1725080) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 35 years of experience in the finance industry.