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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
David Milligan (CRD# 1887965) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 35 years of experience in the finance industry.
Jessica Morris (CRD# 6354590) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 9 years of experience in the finance industry.
John Morris (CRD# 1032427) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Canton, CT and has over 36 years of experience in the finance industry.
Peter Mowry (CRD# 6310304) is an Investment Advisor Representative working at Edward Jones in Simsbury, CT and has over 9 years of experience in the finance industry.
Charles Murphy (CRD# 4803191) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 20 years of experience in the finance industry.
Penny Nasiatka (CRD# 1493369) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Southwick, MA and has over 27 years of experience in the finance industry.
Ranald Nicholas (CRD# 1185681) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 26 years of experience in the finance industry. Ranald Nicholas 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.
Gary Nicksa (CRD# 3231668) is an Investment Advisor Representative working at Edward Jones in Torrington, CT and has over 24 years of experience in the finance industry.
Kevin O'donnell (CRD# 3003822) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 25 years of experience in the finance industry. Kevin O'donnell 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.
Kristina Oswald (CRD# 1751719) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Collinsville, CT and has over 26 years of experience in the finance industry. Kristina Oswald 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.