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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...
Gianmarco Barca (CRD# 6549125) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
Michael Bartolotta (CRD# 4748239) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 20 years of experience in the finance industry. Michael Bartolotta 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.
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 20 years of experience in the finance industry.
Brian Bednarz (CRD# 4175324) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 23 years of experience in the finance industry.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.
Russell Bell (CRD# 1727071) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 36 years of experience in the finance industry.
Teresa Benning (CRD# 5409639) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 16 years of experience in the finance industry.
Jonathan Benson (CRD# 5113826) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 16 years of experience in the finance industry.
Jenny Bergeron (CRD# 6185029) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 10 years of experience in the finance industry.