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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
Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry. Michael Aloi 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.
George Ameer (CRD# 1625203) is an Investment Advisor Representative working at Edward Jones in Ridgefield, CT and has over 34 years of experience in the finance industry.
Cliff Anderson (CRD# 2913206) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stratford, CT and has over 26 years of experience in the finance industry.
Jeremy Angevine (CRD# 7003143) is an Investment Advisor Representative working at Edward Jones in Lagrangeville, NY and has over 5 years of experience in the finance industry.
Christopher Angle (CRD# 3149166) is an Investment Advisor Representative working at Heritage Capital, LLC in Redding, CT and has over 25 years of experience in the finance industry.
Gregory Antonakos (CRD# 6090306) is an Investment Advisor Representative working at Lpl Financial LLC in Hopewell Junction, NY and has over 11 years of experience in the finance industry.
Joseph Armisto (CRD# 6063682) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Brewster, NY and has over 9 years of experience in the finance industry. Joseph Armisto 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.
Margaret Arndt (CRD# 1048212) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodbury, CT and has over 38 years of experience in the finance industry.
Peter Arnold (CRD# 2371021) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bethel, CT and has over 30 years of experience in the finance industry.
John Atkins (CRD# 5032686) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Watertown, CT and has over 18 years of experience in the finance industry.