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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
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.
Christopher Annello (CRD# 5998570) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry. Christopher Annello 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.
Lawrence Annello (CRD# 4650103) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry. Lawrence Annello 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 Annunziata (CRD# 718310) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in North Haven, CT and has over 32 years of experience in the finance industry.
Josip Antolos (CRD# 5029779) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 12 years of experience in the finance industry.
Daniela Aponte (CRD# 5274426) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 15 years of experience in the finance industry. Daniela Aponte 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.
Shane Appelbaum (CRD# 4772668) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 19 years of experience in the finance industry.
Paul Aquila (CRD# 2640430) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Haven, CT and has over 28 years of experience in the finance industry.
Lilliam Araque (CRD# 5803827) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwich, CT and has over 13 years of experience in the finance industry. Lilliam Araque 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.
John Arceri (CRD# 2948247) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 26 years of experience in the finance industry.