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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
Patricia Barrington (CRD# 1776876) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Weston, CT and has over 35 years of experience in the finance industry.
John Eiler (CRD# 1996937) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Weston, CT and has over 29 years of experience in the finance industry.
Karen Ho Smith (CRD# 703413) is an Investment Advisor Representative working at Kccs Management Inc. in Weston, CT and has over 17 years of experience in the finance industry.
Jean-francis Lopez De Valdivia (CRD# 1895346) is an Investment Advisor Representative working at Fleurus Investment Advisory, LLC in Weston, CT and has 1 year of experience in the finance industry. Jean-francis Lopez De Valdivia 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.
David Winer (CRD# 5000497) is an Investment Advisor Representative working at Calm River Capital LLC in Weston, CT and has over 6 years of experience in the finance industry.
Ethan Blinder (CRD# 6152001) is an Investment Advisor Representative working at Calm River Capital LLC in Weston, CT and has 1 year of experience in the finance industry.
Lukasz Thieme (CRD# 4133235) is an Investment Advisor Representative working at Waypoint Financial, LLC in Weston, CT and has 1 year of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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.
In addition, Eric has the RICP, CLU, and ChFC professional designations.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.