-
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...
Michael Via (CRD# 722636) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 43 years of experience in the finance industry.
James Vondrak (CRD# 2633578) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 26 years of experience in the finance industry. James Vondrak 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 Whittington (CRD# 4907341) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Mark Woodward (CRD# 4064469) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tampa, FL and has over 24 years of experience in the finance industry.
Jeffrey Schlotterbeck (CRD# 4609555) is an Investment Advisor Representative working at Water Street Wealth Management, LLC in Tampa, FL and has over 20 years of experience in the finance industry. Jeffrey Schlotterbeck 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.
Andrew Anderson (CRD# 7521901) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has 1 year of experience in the finance industry.
Seif Boulos (CRD# 7396798) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Tampa, FL and has 1 year of experience in the finance industry.
John Paul Cattaro (CRD# 6968932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has 1 year of experience in the finance industry.
Thomas Currier (CRD# 7352030) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has over 2 years of experience in the finance industry.
Preston Duppins (CRD# 6827892) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tampa, FL and has over 6 years of experience in the finance industry.