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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...
Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 13 years of experience in the finance industry.
Gregory Beaulieu (CRD# 6083262) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 11 years of experience in the finance industry.
James Beaulieu (CRD# 5618166) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 14 years of experience in the finance industry.
Kevin Beaulieu (CRD# 1725080) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 35 years of experience in the finance industry.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.
Chad Bell (CRD# 4073111) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 23 years of experience in the finance industry. Chad Bell 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.
Clay Bell (CRD# 3122000) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 25 years of experience in the finance industry.
Michael Berling (CRD# 2796089) is an Investment Advisor Representative working at Mml Investors Services, LLC in New London, CT and has over 27 years of experience in the finance industry.
Craig Bernard (CRD# 1554830) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 35 years of experience in the finance industry. Craig Bernard 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.
Jacqueline Bianco (CRD# 1622856) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sag Harbor, NY and has over 27 years of experience in the finance industry.