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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
Allan Myer (CRD# 4281727) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in North Haven, CT and has over 11 years of experience in the finance industry.
William Nemphos (CRD# 2575509) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 28 years of experience in the finance industry.
Nicole Pecknold (CRD# 2678860) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 27 years of experience in the finance industry.
Jason Phillips (CRD# 4020636) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 24 years of experience in the finance industry.
John Picard (CRD# 2530047) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 28 years of experience in the finance industry.
Michael Raymond (CRD# 1087313) is an Investment Advisor Representative working at Lpl Financial LLC in North Haven, CT and has over 27 years of experience in the finance industry.
Jonathan Root (CRD# 3053059) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 25 years of experience in the finance industry.
Jeffrey Russek (CRD# 2598621) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Haven, CT and has over 28 years of experience in the finance industry. Jeffrey Russek 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.
Joseph Schreck (CRD# 5632091) is an Investment Advisor Representative working at Belpointe Asset Management LLC in North Haven, CT and has over 15 years of experience in the finance industry. Joseph Schreck 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.
Patrick Skelly (CRD# 6629960) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 7 years of experience in the finance industry.