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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
Peter Simon (CRD# 4629275) is an Investment Advisor Representative working at Pjs Financial Advisory Services, LLC in Ridgefield, CT and has over 24 years of experience in the finance industry. Peter Simon 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.
Christopher Simone (CRD# 4539152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 20 years of experience in the finance industry.
Thomas Snayd (CRD# 3008088) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has over 26 years of experience in the finance industry. Thomas Snayd 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.
Peter Starrett (CRD# 5892123) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 12 years of experience in the finance industry.
Julie Sterling (CRD# 2485290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ridgefield, CT and has over 29 years of experience in the finance industry.
Matthew Tackman (CRD# 4594052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 21 years of experience in the finance industry.
Paul Tanner (CRD# 5032785) is an Investment Advisor Representative working at Granite Hill Capital Management, LLC in , and has over 10 years of experience in the finance industry.
Granite Hill Capital helps busy professionals develop plans to fund their retirement and other goals. We focus on:
- Creating investment plans that clearly integrate all your resources (employment income, 401(k),’s, social security benefits, etc.) with your goals.
- Investing with tax efficiency so you retain more of your income.
- Delivering and ongoing advice and management.
As an independent financial planning and investment...
Charles Valenzuela (CRD# 829110) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ridgefield, CT and has over 26 years of experience in the finance industry. Charles Valenzuela 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.
Illona Vitali (CRD# 1428861) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 28 years of experience in the finance industry.
Kathleen Whitmore (CRD# 5563024) is an Investment Advisor Representative working at Captrust in Ridgefield, CT and has over 12 years of experience in the finance industry.