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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
Mark Shumilla (CRD# 4029449) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waterbury, CT and has over 23 years of experience in the finance industry.
John Ashelford (CRD# 4265415) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Waterbury, CT and has over 23 years of experience in the finance industry.
Kevin Smith (CRD# 6311864) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Waterbury, CT and has over 9 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.
Luis Abella (CRD# 2809814) is an Investment Advisor Representative working at Edward Jones in New Milford, CT and has over 27 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.
Frank Adams (CRD# 2941787) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 26 years of experience in the finance industry.