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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
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Robert Abel (CRD# 4397867) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 22 years of experience in the finance industry.
Renee Amochaev (CRD# 3253371) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 24 years of experience in the finance industry.
Djemal Araniti (CRD# 3092087) is an Investment Advisor Representative working at Lpl Financial LLC in Winsted, CT and has over 24 years of experience in the finance industry. Djemal Araniti 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.
Brian Astorino (CRD# 4438615) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 22 years of experience in the finance industry.
Richard Bachand (CRD# 2067113) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Avon, CT and has over 16 years of experience in the finance industry.
Timothy Baker (CRD# 2827344) is an Investment Advisor Representative working at Metric Financial, LLC in Simsbury, CT and has over 27 years of experience in the finance industry.
Avery Barlow (CRD# 6494775) is an Investment Advisor Representative working at Edward Jones in Avon, CT and has over 7 years of experience in the finance industry.
Edward Barry (CRD# 1309864) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 37 years of experience in the finance industry.