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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...
Shane O'brien (CRD# 2656233) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 28 years of experience in the finance industry.
Seth Panucci (CRD# 6126775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 9 years of experience in the finance industry.
Theodore Parker (CRD# 2362925) is an Investment Advisor Representative working at Sound Portfolio Advisors, LLC in Mystic, CT and has over 30 years of experience in the finance industry. Theodore Parker 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.
Rebecca Rice (CRD# 6752319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 6 years of experience in the finance industry.
Thomas Robarge (CRD# 3181097) is an Investment Advisor Representative working at Lpl Financial LLC in Mystic, CT and has over 25 years of experience in the finance industry.
Jacquelin Rossi (CRD# 2518869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 10 years of experience in the finance industry.
Nishant Sahoo (CRD# 6348304) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 7 years of experience in the finance industry.
Barry Saluk (CRD# 1649461) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 37 years of experience in the finance industry.
Robert Sartori (CRD# 1814039) is an Investment Advisor Representative working at Morgan Stanley in Mystic, CT and has over 32 years of experience in the finance industry.