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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
William Richardson (CRD# 826720) is an Investment Advisor Representative working at Commonwealth Financial Network in Avon, CT and has over 29 years of experience in the finance industry.
Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.
David Rioux (CRD# 710871) is an Investment Advisor Representative working at Rioux & Company, LLC in Burlington, CT and has over 42 years of experience in the finance industry.
James Rose (CRD# 1335376) is an Investment Advisor Representative working at Dollar & Sense in Pittsfield, MA and has over 39 years of experience in the finance industry. James Rose 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.
Alan Rothstein (CRD# 4370823) is an Investment Advisor Representative working at Asset Strategies, Inc. in Avon, CT and has 1 year of experience in the finance industry.
Marisa Rothstein (CRD# 6422888) is an Investment Advisor Representative working at Advisory Services Network in Kinderhook, NY and has 1 year of experience in the finance industry. Marisa Rothstein 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.
David Rusch (CRD# 407348) is an Investment Advisor Representative working at Tittmann & Rusch, LLC in Avon, CT and has over 41 years of experience in the finance industry. David Rusch 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.
Lauren Russo (CRD# 6950535) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 5 years of experience in the finance industry.
Kimberly Saja (CRD# 6490083) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 6 years of experience in the finance industry.
Eric Schulman (CRD# 4466844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Avon, CT and has over 22 years of experience in the finance industry.