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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
Michael Pelosi (CRD# 4555231) is an Investment Advisor Representative working at Eagle Capital Advisors, LLC in Middlebury, CT and has 1 year of experience in the finance industry.
Michael Riley (CRD# 2071486) is an Investment Advisor Representative working at Lpl Financial LLC in Middlebury, CT and has over 25 years of experience in the finance industry. Michael Riley 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.
Emily Savage (CRD# 2080060) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 24 years of experience in the finance industry.
Shaun Scott (CRD# 6097422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 11 years of experience in the finance industry.
Deborah Tata (CRD# 2270472) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 30 years of experience in the finance industry.
James Wiederholt (CRD# 4596182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 21 years of experience in the finance industry. James Wiederholt 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.
Mehdi Azizi (CRD# 7100182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 4 years of experience in the finance industry.
Zachary Brown (CRD# 7566192) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has 1 year of experience in the finance industry.
Coral Edmonds (CRD# 7278619) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has 1 year of experience in the finance industry.
Brianna Gambacini (CRD# 7620604) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has 1 year of experience in the finance industry.