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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
Marc Agresti (CRD# 2507278) is an Investment Advisor Representative working at Primerica Advisors in Milford, CT and has over 29 years of experience in the finance industry.
Neil Ahearn (CRD# 1853428) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 35 years of experience in the finance industry.
John Ahern (CRD# 5856758) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairfield, CT and has over 10 years of experience in the finance industry.
Dustin Aiguier (CRD# 4872987) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 19 years of experience in the finance industry. Dustin Aiguier 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.
Ernest Aiguier (CRD# 5189431) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 17 years of experience in the finance industry.
Stefano Airo (CRD# 2367494) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Islip, NY and has over 30 years of experience in the finance industry.
Michael Ajello (CRD# 1081949) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 39 years of experience in the finance industry.
Melissa Albanese (CRD# 2127192) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 32 years of experience in the finance industry.
Andrew Alden (CRD# 1497067) is an Investment Advisor Representative working at The Community Foundation For Greater New Haven, Inc. in New Haven, CT and has over 10 years of experience in the finance industry.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...