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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...
Peter Knezevich (CRD# 5352926) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 16 years of experience in the finance industry. Peter Knezevich 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.
Timothy Kremer (CRD# 4530949) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 20 years of experience in the finance industry.
Ronald Krueger (CRD# 2651416) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 28 years of experience in the finance industry. Ronald Krueger 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.
Lisa Kulhavi (CRD# 2544061) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 29 years of experience in the finance industry. Lisa Kulhavi 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.
Ryan Lacedonia (CRD# 5658696) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tampa, FL and has over 14 years of experience in the finance industry.
Richard Lehrer (CRD# 2753471) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Joshua Markowski (CRD# 6549370) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 8 years of experience in the finance industry.
Matthew Markowski (CRD# 3092149) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 25 years of experience in the finance industry. Matthew Markowski 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.
Michael Markowski (CRD# 2671573) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 28 years of experience in the finance industry.
Steven Nelson (CRD# 5647949) is an Investment Advisor Representative working at Ejm Wealth Management, LLC in Tampa, FL and has over 15 years of experience in the finance industry.