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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
James Agostisi (CRD# 4872756) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroe, CT and has over 19 years of experience in the finance industry.
Marc Agresti (CRD# 2507278) is an Investment Advisor Representative working at Primerica Advisors in Milford, CT and has over 29 years of experience in the finance industry.
John Ahern (CRD# 5856758) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairfield, CT and has over 10 years of experience in the finance industry.
Dean Aita (CRD# 2210394) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Washington Depot, CT and has over 32 years of experience in the finance industry. Dean Aita 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.
Gerald Alena (CRD# 1843284) is an Investment Advisor Representative working at Trpc Advisory Services in Middlebury, CT and has over 23 years of experience in the finance industry.
Louis Alfero (CRD# 1053806) is an Investment Advisor Representative working at Lpl Financial LLC in Norwalk, CT and has over 30 years of experience in the finance industry.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...
Joshua Allen (CRD# 6053461) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry.
Philip Allopenna (CRD# 6311090) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 9 years of experience in the finance industry.
Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry. Michael Aloi 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.