-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Stephen Adeletti (CRD# 1619222) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 37 years of experience in the finance industry.
Andrew Agemy (CRD# 2184176) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 30 years of experience in the finance industry.
Daniel Agemy (CRD# 5744683) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 9 years of experience in the finance industry.
Mansoor Ahmed (CRD# 5471697) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Christopher Aldrich (CRD# 6439918) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waterford, CT and has over 8 years of experience in the finance industry.
Thomas Alexa (CRD# 2878569) is an Investment Advisor Representative working at Alexa Wealth Management, LLC in Deep River, CT and has over 26 years of experience in the finance industry.
Brett Amendola (CRD# 2160647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Haven, CT and has over 28 years of experience in the finance industry.
Dean Anatra (CRD# 6604951) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Madison, CT and has over 8 years of experience in the finance industry.
Patricia Anderson (CRD# 2626852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 25 years of experience in the finance industry.
Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 12 years of experience in the finance industry. Adrian Andreotta 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.