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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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 19 years of experience in the finance industry.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.
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.
Michael Berling (CRD# 2796089) is an Investment Advisor Representative working at Mml Investors Services, LLC in New London, CT and has over 27 years of experience in the finance industry.
Jacqueline Bianco (CRD# 1622856) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sag Harbor, NY and has over 27 years of experience in the finance industry.
Jared Bloxsom (CRD# 4458593) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 21 years of experience in the finance industry. Jared Bloxsom 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.
Victoria Boswell (CRD# 2615937) is an Investment Advisor Representative working at Stephens Consulting, LLC in Tampa, FL and has over 27 years of experience in the finance industry.
Devin Bourque (CRD# 6131704) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 11 years of experience in the finance industry. Devin Bourque 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.
Montgomery Bradley (CRD# 1845915) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 34 years of experience in the finance industry.