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Distance Only New Canaan, CT
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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
Laura Jagoe (CRD# 3130343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 25 years of experience in the finance industry.
Daniel Jensen (CRD# 6490699) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 8 years of experience in the finance industry.
Brian Keefe (CRD# 2892424) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 26 years of experience in the finance industry.
Charles Krause (CRD# 2169396) is an Investment Advisor Representative working at Fairfield, Bush & Company in New Canaan, CT and has over 32 years of experience in the finance industry.
Janice Lorenzetti (CRD# 5987174) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Canaan, CT and has over 12 years of experience in the finance industry.
Peter Luppino (CRD# 2402406) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 30 years of experience in the finance industry.
Stephen Mackenzie (CRD# 1186846) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 13 years of experience in the finance industry.
Charles Maclean (CRD# 6360770) is an Investment Advisor Representative working at Moneco Advisors in New Canaan, CT and has over 9 years of experience in the finance industry.
Carissa Marz (CRD# 4368557) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 21 years of experience in the finance industry.
Robert Masanotti (CRD# 5804805) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Canaan, CT and has over 13 years of experience in the finance industry.