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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
James Couzens (CRD# 55459) is an Investment Advisor Representative working at Cwm, LLC in Farmington, CT and has over 38 years of experience in the finance industry.
Jeffrey Couzens (CRD# 2979823) is an Investment Advisor Representative working at Cwm, LLC in Farmington, CT and has over 24 years of experience in the finance industry. Jeffrey Couzens 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.
Matthew Cowles (CRD# 4157639) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in West Hartford, CT and has over 23 years of experience in the finance industry.
Kevin Crosby (CRD# 7008765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Hartford, CT and has over 5 years of experience in the finance industry.
Candace Cuniberti (CRD# 4835062) is an Investment Advisor Representative working at Wsa Affiliates, LLC in Salisbury, CT and has over 18 years of experience in the finance industry. Candace Cuniberti 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.
James Curran (CRD# 3197337) is an Investment Advisor Representative working at Lpl Financial LLC in West Hartford, CT and has over 23 years of experience in the finance industry.
Krista Czarnec (CRD# 6129906) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in West Hartford, CT and has over 9 years of experience in the finance industry.
Michael D Apice (CRD# 1162490) is an Investment Advisor Representative working at Park Avenue Securities LLC in Collinsville, CT and has over 22 years of experience in the finance industry.
Bruce Daigle (CRD# 2237080) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Hartford, CT and has over 31 years of experience in the finance industry.
Diane Daley (CRD# 6421303) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 9 years of experience in the finance industry.