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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...
Christopher Beale (CRD# 1219495) is an Investment Advisor Representative working at New England Capital Financial Advisors LLC in South Meriden, CT and has over 37 years of experience in the finance industry. Christopher Beale 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.
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.
Julie Beauchamp (CRD# 2344913) is an Investment Advisor Representative working at Wells Fargo Advisors in Southington, CT and has over 26 years of experience in the finance industry. Julie Beauchamp 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 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.
Richard Belanger (CRD# 6412149) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 9 years of experience in the finance industry.
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 Bencivengo (CRD# 3222254) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in North Haven, CT and has over 24 years of experience in the finance industry.
Christopher Benjamin (CRD# 1562197) is an Investment Advisor Representative working at Wells Fargo Advisors in Southington, CT and has over 37 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.