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Distance Only New Haven, 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
Paul Savona (CRD# 1079940) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 32 years of experience in the finance industry.
Erik Scaranuzzo (CRD# 4199649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 23 years of experience in the finance industry.
Paul Schott (CRD# 2413754) is an Investment Advisor Representative working at Lpl Financial LLC in New Haven, CT and has over 19 years of experience in the finance industry.
Sandra Senich (CRD# 4346787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 20 years of experience in the finance industry.
Patrick Shannon (CRD# 4664437) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 20 years of experience in the finance industry.
George Simmons (CRD# 4149732) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 24 years of experience in the finance industry.
Nikola Sormaz (CRD# 6834408) is an Investment Advisor Representative working at Edward Jones in New Haven, CT and has over 6 years of experience in the finance industry.
Shepard Stevens (CRD# 5565357) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 15 years of experience in the finance industry.
Drescott Thompson (CRD# 4936590) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 18 years of experience in the finance industry.
Beau Tillinghast (CRD# 6449911) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 7 years of experience in the finance industry. Beau Tillinghast 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.