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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
Joseph Ferry (CRD# 2435459) is an Investment Advisor Representative working at Lifemark Securities Corp. in Naugatuck, CT and has over 17 years of experience in the finance industry.
Tiffany Lyga (CRD# 4445680) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Naugatuck, CT and has over 17 years of experience in the finance industry.
James Odonnell (CRD# 2005397) is an Investment Advisor Representative working at Lpl Financial LLC in Naugatuck, CT and has over 34 years of experience in the finance industry.
Angelo Piccolo (CRD# 6248788) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Naugatuck, CT and has over 10 years of experience in the finance industry.
Jennifer Rowland (CRD# 5275013) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Naugatuck, CT and has over 11 years of experience in the finance industry.
Gregory Rufa (CRD# 2444098) is an Investment Advisor Representative working at Lpl Financial LLC in Naugatuck, CT and has over 29 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
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.