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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
Enrique Alvarez (CRD# 820409) is an Investment Advisor Representative working at Retirement Doctor, LLC in Suffield, CT and has over 42 years of experience in the finance industry. Enrique Alvarez 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.
David Berube (CRD# 1010902) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suffield, CT and has over 19 years of experience in the finance industry.
Stephen Carlo (CRD# 1766284) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Suffield, CT and has over 35 years of experience in the finance industry.
Michael Goncalves (CRD# 3198048) is an Investment Advisor Representative working at Lpl Financial LLC in Suffield, CT and has over 24 years of experience in the finance industry.
Arnold Magid (CRD# 4212830) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Suffield, CT and has over 23 years of experience in the finance industry.
Steven Sheridan (CRD# 2636776) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suffield, CT and has over 28 years of experience in the finance industry.
Charles Beyer (CRD# 7210397) is an Investment Advisor Representative working at Edward Jones in Suffield, CT and has over 4 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.