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Distance Only Southport, 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
Matthew Kennelly (CRD# 5204834) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 17 years of experience in the finance industry.
David Lalich (CRD# 4794640) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 19 years of experience in the finance industry.
Chung Lew (CRD# 1108839) is an Investment Advisor Representative working at Apex Capital Management (new York) LLC in Southport, CT and has over 11 years of experience in the finance industry.
Paula Luciani (CRD# 1705680) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 36 years of experience in the finance industry.
Cesar Manent (CRD# 4144277) is an Investment Advisor Representative working at 5th Street Advisors, LLC in Southport, CT and has over 23 years of experience in the finance industry. Cesar Manent 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.
Jared Miller (CRD# 6669804) is an Investment Advisor Representative working at Edward Jones in Southport, CT and has over 7 years of experience in the finance industry.
Shane Pendley (CRD# 6634776) is an Investment Advisor Representative working at 5th Street Advisors, LLC in Southport, CT and has over 8 years of experience in the finance industry.
Steven Procaccini (CRD# 4740020) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 15 years of experience in the finance industry.
Vincent Procaccini (CRD# 1319829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 35 years of experience in the finance industry.
Anthony Salerno (CRD# 2910121) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 26 years of experience in the finance industry.