-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Steven Baklas (CRD# 6740403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 7 years of experience in the finance industry.
Andrew Banks (CRD# 1715217) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 32 years of experience in the finance industry.
Mario Bartoli (CRD# 2847895) is an Investment Advisor Representative working at Lpl Financial LLC in West Haven, CT and has over 27 years of experience in the finance industry. Mario Bartoli 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.
Mary Barty Scheurer (CRD# 2886346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 26 years of experience in the finance industry.
Robert Batick (CRD# 2192524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Guilford, CT and has over 32 years of experience in the finance industry.
Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 13 years of experience in the finance industry.
Nicole Behrens (CRD# 2162965) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 31 years of experience in the finance industry.
Charles Bergamo (CRD# 2788944) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Haven, CT and has over 27 years of experience in the finance industry.
Craig Bernard (CRD# 1554830) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 35 years of experience in the finance industry. Craig Bernard 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.
Michael Beza (CRD# 3026125) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Medford, NY and has over 11 years of experience in the finance industry.