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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
Robert Hensley (CRD# 5744839) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Avon, CT and has over 5 years of experience in the finance industry.
Randy Herz (CRD# 2756487) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Avon, CT and has over 27 years of experience in the finance industry.
Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 21 years of experience in the finance industry.
Timothy Holk (CRD# 1219185) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in North Chatham, NY and has over 39 years of experience in the finance industry.
Eric Hutchinson (CRD# 1413128) is an Investment Advisor Representative working at Commonwealth Financial Network in Avon, CT and has over 37 years of experience in the finance industry. Eric Hutchinson 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 Ivanoudis (CRD# 4937580) is an Investment Advisor Representative working at Edward Jones in Avon, CT and has over 18 years of experience in the finance industry.
Mark Jones (CRD# 2228086) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 31 years of experience in the finance industry.
Edvard Jorgensen (CRD# 4499232) is an Investment Advisor Representative working at Seahorse Financial Advisers Inc. in Millbrook, NY and has over 20 years of experience in the finance industry.
Adam Kalender (CRD# 2953227) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 26 years of experience in the finance industry. Adam Kalender 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.
Patricia Kane (CRD# 5131389) is an Investment Advisor Representative working at Kane Financial Planning in East Hartland, CT and has over 16 years of experience in the finance industry. Patricia Kane 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.