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Distance Only North Haven, CT
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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
Michael Thompson (CRD# 4415510) is an Investment Advisor Representative working at Lpl Financial LLC in North Haven, CT and has over 22 years of experience in the finance industry.
William Wadsworth (CRD# 1987068) is an Investment Advisor Representative working at Its Asset Management, LP in North Haven, CT and has over 32 years of experience in the finance industry.
Sarajane Weinstein (CRD# 6920415) is an Investment Advisor Representative working at Kanner Financial Services LLC in North Haven, CT and has over 6 years of experience in the finance industry.
Hons Yu (CRD# 5100977) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 18 years of experience in the finance industry.
Matthew Baum (CRD# 6942874) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 4 years of experience in the finance industry. Matthew Baum 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.
Michael Belanger (CRD# 7370308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 2 years of experience in the finance industry.
Joseph Borelli (CRD# 7224982) is an Investment Advisor Representative working at Edward Jones in North Haven, CT and has over 3 years of experience in the finance industry.
Jeremy Bossio (CRD# 6476504) is an Investment Advisor Representative working at Lpl Financial LLC in North Haven, CT and has over 5 years of experience in the finance industry.
Luke Derose (CRD# 7118620) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 3 years of experience in the finance industry.
Nicara Enright-Alves (CRD# 6644683) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 7 years of experience in the finance industry.