-
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
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...
Soll Goldenthal (CRD# 1134431) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 39 years of experience in the finance industry.
Patricia Grady (CRD# 4391674) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 22 years of experience in the finance industry.
Glenn Hamler (CRD# 1516090) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 33 years of experience in the finance industry.
Christopher Holloway (CRD# 1385671) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 30 years of experience in the finance industry.
Nancy Holstein (CRD# 1018602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mystic, CT and has over 11 years of experience in the finance industry.
Ryan Joelson (CRD# 3251722) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mystic, CT and has over 24 years of experience in the finance industry.
Jeffrey Knight (CRD# 2431351) is an Investment Advisor Representative working at Lpl Financial LLC in Mystic, CT and has over 30 years of experience in the finance industry.
Craig Koehler (CRD# 2670045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mystic, CT and has over 28 years of experience in the finance industry.
Jennifer Latici (CRD# 1686626) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 31 years of experience in the finance industry.
Linda Lee (CRD# 5865327) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mystic, CT and has over 12 years of experience in the finance industry.