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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...
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.
David Schrage (CRD# 1132160) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 40 years of experience in the finance industry.
Clare Sheridan (CRD# 1475780) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mystic, CT and has over 37 years of experience in the finance industry.
Daniel Spring (CRD# 1200081) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 40 years of experience in the finance industry.
Matthew Spring (CRD# 6472288) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 8 years of experience in the finance industry. Matthew Spring 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.
Dwayne Stallings (CRD# 4432889) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mystic, CT and has over 19 years of experience in the finance industry.
June Strunk (CRD# 3256044) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 24 years of experience in the finance industry. June Strunk 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.
David Topkin (CRD# 715425) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 36 years of experience in the finance industry.
John Uyeki (CRD# 2084506) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 33 years of experience in the finance industry.