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Distance Only Shelton, CT
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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 Lockery (CRD# 2687139) is an Investment Advisor Representative working at Ganim Private Wealth in Shelton, CT and has over 28 years of experience in the finance industry.
Joseph Lopresti (CRD# 2323519) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 29 years of experience in the finance industry.
Elizabeth Lott (CRD# 4812848) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 16 years of experience in the finance industry.
Eric Lovas (CRD# 2686678) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 28 years of experience in the finance industry.
Stephen Lupkas (CRD# 2628820) is an Investment Advisor Representative working at Myfinancialpro, LLC in Shelton, CT and has over 28 years of experience in the finance industry. Stephen Lupkas 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 Lynch (CRD# 4565848) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 21 years of experience in the finance industry. Michael Lynch 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.
Timothy Macdonald (CRD# 6453933) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 8 years of experience in the finance industry.
Gina Magaudda (CRD# 5096443) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 17 years of experience in the finance industry.
Glen Maleri (CRD# 2078797) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Shelton, CT and has over 22 years of experience in the finance industry.
James Martin (CRD# 3121117) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 24 years of experience in the finance industry.