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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
Daniel Ortoli (CRD# 2200930) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 23 years of experience in the finance industry.
Ryan Orvis (CRD# 6831687) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 6 years of experience in the finance industry.
Bette Lynn Paez (CRD# 4377915) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, CT and has over 23 years of experience in the finance industry. Bette Lynn Paez 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.
Joseph Palmucci (CRD# 4264403) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, CT and has over 23 years of experience in the finance industry.
Scott Panza (CRD# 5631912) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 14 years of experience in the finance industry.
Bennett Pardue (CRD# 5364200) is an Investment Advisor Representative working at Equitable Advisors, LLC in Shelton, CT and has over 16 years of experience in the finance industry.
Brian Parmelee (CRD# 5872020) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 10 years of experience in the finance industry. Brian Parmelee 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 Pearson (CRD# 1705314) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 35 years of experience in the finance industry.
Joseph Persempere (CRD# 2925716) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 26 years of experience in the finance industry.
Zoltan Pongracz (CRD# 5982671) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 12 years of experience in the finance industry. Zoltan Pongracz 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.