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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
Phillip McClain (CRD# 4430439) is an Investment Advisor Representative working at Mcclain Value Management, LLC in New Canaan, CT and has 1 year of experience in the finance industry.
Derrek Metz (CRD# 4599680) is an Investment Advisor Representative working at Moneco Advisors in New Canaan, CT and has over 21 years of experience in the finance industry.
Karl Molwitz (CRD# 4200986) is an Investment Advisor Representative working at Lpl Financial LLC in New Canaan, CT and has over 23 years of experience in the finance industry. Karl Molwitz 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.
John Murphy (CRD# 2161919) is an Investment Advisor Representative working at Easterly Investment Partners LLC in New Canaan, CT and has over 31 years of experience in the finance industry.
Jennifer Nicasio (CRD# 4617368) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 17 years of experience in the finance industry. Jennifer Nicasio 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.
Steven Novick (CRD# 2187676) is an Investment Advisor Representative working at Novick & Company Financial Group, LLC in New Canaan, CT and has over 32 years of experience in the finance industry.
Jonathan Oherron (CRD# 1230702) is an Investment Advisor Representative working at Gilman Hill Asset Management, LLC in New Canaan, CT and has over 40 years of experience in the finance industry.
Barbara Ollinger (CRD# 3069738) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 25 years of experience in the finance industry. Barbara Ollinger 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.
Timothy Orr (CRD# 1480959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 24 years of experience in the finance industry.
Thomas Paolozzi (CRD# 2201791) is an Investment Advisor Representative working at Alexander Capital Advisors, LLC in New Canaan, CT and has over 32 years of experience in the finance industry.