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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
Nicole Rivera (CRD# 7082285) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Milford, CT and has over 4 years of experience in the finance industry.
Joseph Romano (CRD# 5288791) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 16 years of experience in the finance industry.
Kristopher Roper (CRD# 7622643) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has 1 year of experience in the finance industry.
Jacquelyn Smith (CRD# 7234530) is an Investment Advisor Representative working at Edward Jones in Milford, CT and has 1 year of experience in the finance industry.
Daniel Waldron (CRD# 7508562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Milford, CT and has 1 year of experience in the finance industry.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Halima Adam Dabre (CRD# 6155140) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Haven, CT and has over 10 years of experience in the finance industry.