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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 Shoneck (CRD# 4634959) is an Investment Advisor Representative working at Eagle Strategies LLC in Rocky Hill, CT and has over 20 years of experience in the finance industry.
Michael Colohan (CRD# 7289084) is an Investment Advisor Representative working at Colohan Wealth Management LLC in Rocky Hill, CT and has over 3 years of experience in the finance industry.
David Merrigan (CRD# 5581244) is an Investment Advisor Representative working at Primerica Advisors in Rocky Hill, CT and has over 6 years of experience in the finance industry.
Douglas Packard (CRD# 2839002) is an Investment Advisor Representative working at Dennis Glynn, Cpa in Rocky Hill, CT and has over 27 years of experience in the finance industry.
Frederick Trotta (CRD# 6818045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 2 years 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.
Frank Abel (CRD# 4288358) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 23 years of experience in the finance industry.