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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
Brian Noe (CRD# 5567219) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Milford, CT and has over 15 years of experience in the finance industry.
Joseph Norvish (CRD# 6129947) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milford, CT and has over 7 years of experience in the finance industry.
Brian Parke (CRD# 5355150) is an Investment Advisor Representative working at Connecticut Capital Management Group, LLC in Milford, CT and has over 15 years of experience in the finance industry. Brian Parke 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.
Robert Pascarell (CRD# 357378) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Milford, CT and has over 27 years of experience in the finance industry.
Eric Passeri (CRD# 1516041) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 36 years of experience in the finance industry.
Kenneth Patterson (CRD# 4706448) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Milford, CT and has over 20 years of experience in the finance industry.
Brandon Pepe (CRD# 5663883) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, CT and has over 14 years of experience in the finance industry. Brandon Pepe 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.
John Pritchard (CRD# 6931523) is an Investment Advisor Representative working at Quantum Financial LLC in Milford, CT and has over 6 years of experience in the finance industry.
Joseph Rahtelli (CRD# 1294234) is an Investment Advisor Representative working at Primerica Advisors in Milford, CT and has over 32 years of experience in the finance industry.
Lise Robinson (CRD# 4487373) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 22 years of experience in the finance industry. Lise Robinson 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.