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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
Ann Christian (CRD# 7570069) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has 1 year of experience in the finance industry.
James Craco (CRD# 2657719) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has over 27 years of experience in the finance industry.
Matthews Salem (CRD# 7682647) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has 1 year 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.
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.
Frank Abel (CRD# 4288358) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 23 years of experience in the finance industry.
Halima Adam Dabre (CRD# 6155140) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Haven, CT and has over 10 years of experience in the finance industry.
Nancy Adams (CRD# 3063448) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fairfield, CT and has over 25 years of experience in the finance industry.