-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Cynthia Niesen (CRD# 4686933) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 19 years of experience in the finance industry. Cynthia Niesen 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 Norris (CRD# 5284546) is an Investment Advisor Representative working at First Trust Advisors LP in Tampa, FL and has over 16 years of experience in the finance industry.
Catherine O'connor (CRD# 2305812) is an Investment Advisor Representative working at O'connor Portfolio Management LLC in Tampa, FL and has over 31 years of experience in the finance industry. Catherine O'connor 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.
Terence O'grady (CRD# 1628151) is an Investment Advisor Representative working at O'grady Financial LLC in Tampa, FL and has over 26 years of experience in the finance industry. Terence O'grady 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.
Harry Orr (CRD# 2592269) is an Investment Advisor Representative working at Orr Financial, LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Diana Persaud (CRD# 2591759) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 28 years of experience in the finance industry.
Sean Quigley (CRD# 4948044) is an Investment Advisor Representative working at Gratus Capital, LLC in Tampa, FL and has over 13 years of experience in the finance industry.
Nolan Reagan (CRD# 5201954) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Andrea Register (CRD# 4853059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 19 years of experience in the finance industry.
Amy Riddell (CRD# 5716677) is an Investment Advisor Representative working at Aft Financial Planning in Tampa, FL and has over 10 years of experience in the finance industry. Amy Riddell 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.