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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...
Craig Bernard (CRD# 1554830) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 35 years of experience in the finance industry. Craig Bernard 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.
Christopher Berris (CRD# 1448682) is an Investment Advisor Representative working at Buell Investment Advisors in Glastonbury, CT and has over 37 years of experience in the finance industry.
Sandra Bertrand (CRD# 1476472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glastonbury, CT and has over 21 years of experience in the finance industry.
Jacqueline Bianco (CRD# 1622856) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sag Harbor, NY and has over 27 years of experience in the finance industry.
Thomas Bivona (CRD# 2315680) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 31 years of experience in the finance industry.
Joyce Bloomquist (CRD# 4923711) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 20 years of experience in the finance industry. Joyce Bloomquist 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.
Jared Bloxsom (CRD# 4458593) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 21 years of experience in the finance industry. Jared Bloxsom 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.
Joel Blum (CRD# 4905379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westbrook, CT and has over 19 years of experience in the finance industry.
Mark Bobruff (CRD# 4365757) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 22 years of experience in the finance industry.
Richard Boccaccio (CRD# 1330933) is an Investment Advisor Representative working at On Investment Management Co in Lyme, CT and has over 26 years of experience in the finance industry.