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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
Mario Bartoli (CRD# 2847895) is an Investment Advisor Representative working at Lpl Financial LLC in West Haven, CT and has over 27 years of experience in the finance industry. Mario Bartoli 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.
Peter Haupt (CRD# 4151430) is an Investment Advisor Representative working at Lpl Financial LLC in West Haven, CT and has over 24 years of experience in the finance industry.
Darryl Zebrowski (CRD# 4159805) is an Investment Advisor Representative working at Edward Jones in West Haven, CT and has over 23 years of experience in the finance industry.
Charles Stack (CRD# 2411514) is an Investment Advisor Representative working at Lpl Financial LLC in West Haven, CT and has over 16 years of experience in the finance industry.
Elsie Encarnacion (CRD# 5523529) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Haven, CT and has over 15 years of experience in the finance industry.
Kathryn Zebrowski (CRD# 7571239) is an Investment Advisor Representative working at Edward Jones in West Haven, CT and has 1 year of experience in the finance industry.
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh 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 putclients' 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.