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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 Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Kim Caldwell (CRD# 2715652) is an Investment Advisor Representative working at Lpl Financial LLC in Laurel, NY and has over 27 years of experience in the finance industry. Kim Caldwell 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.
Kevin Callagy (CRD# 3008571) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 25 years of experience in the finance industry.
Rodney Campopiano (CRD# 4009476) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwich, CT and has over 23 years of experience in the finance industry.
James Carney (CRD# 2142634) is an Investment Advisor Representative working at Commonwealth Financial Network in Groton, CT and has over 28 years of experience in the finance industry.
Kenneth Carone (CRD# 4283359) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Guilford, CT and has over 23 years of experience in the finance industry.
Jason Carrier (CRD# 4553561) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Old Saybrook, CT and has over 21 years of experience in the finance industry.
Michael Castiello (CRD# 6382294) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 9 years of experience in the finance industry.
Paul Catalano (CRD# 4632955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Colchester, CT and has over 20 years of experience in the finance industry.
Joe Celotto (CRD# 2837515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 26 years of experience in the finance industry.
Jason Cerniglia (CRD# 4390021) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mystic, CT and has over 22 years of experience in the finance industry. Jason Cerniglia 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.