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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
Jeffrey Desmarais (CRD# 5191738) is an Investment Advisor Representative working at Equitable Advisors, LLC in Plantsville, CT and has over 17 years of experience in the finance industry.
Gregg Karal (CRD# 2350524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plantsville, CT and has over 29 years of experience in the finance industry.
Michael Leone (CRD# 1786208) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plantsville, CT and has over 36 years of experience in the finance industry.
Daniel Massucci (CRD# 4666155) is an Investment Advisor Representative working at Commonwealth Financial Network in Plantsville, CT and has over 24 years of experience in the finance industry. Daniel Massucci 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.
Jeremy Busa (CRD# 7381183) is an Investment Advisor Representative working at Equitable Advisors, LLC in Plantsville, CT and has 1 year of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.