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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 Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Mario Ciampi (CRD# 4676638) is an Investment Advisor Representative working at Cm Financial Advisors, LLC in Rocky Hill, CT and has 1 year of experience in the finance industry. Mario Ciampi 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.
Carl Cieplinski (CRD# 3037138) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 26 years of experience in the finance industry.
David Cikatz (CRD# 5779443) is an Investment Advisor Representative working at Edward Jones in Waterford, CT and has over 5 years of experience in the finance industry.
Shane Clarke (CRD# 2970735) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Waterford, CT and has over 26 years of experience in the finance industry.
Christopher Coburn (CRD# 1761848) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 36 years of experience in the finance industry.
Paula Cohen (CRD# 2489374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, CT and has over 29 years of experience in the finance industry.
Richard Coleman (CRD# 1154458) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 24 years of experience in the finance industry.
Mark Coletta (CRD# 3259187) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colchester, CT and has over 24 years of experience in the finance industry.
Patrick Connelly (CRD# 5934645) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 8 years of experience in the finance industry.
Michael Connery (CRD# 1528003) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 37 years of experience in the finance industry.