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Distance Only Westport, CT
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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
Courtney Iassogna (CRD# 6633481) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 5 years of experience in the finance industry.
James Iseman (CRD# 3050518) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 25 years of experience in the finance industry.
William James (CRD# 5602536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 6 years of experience in the finance industry.
Jeffrey Kalapos (CRD# 4997769) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 18 years of experience in the finance industry.
David Karachuk (CRD# 6168883) is an Investment Advisor Representative working at Lpl Financial LLC in Westport, CT and has over 10 years of experience in the finance industry. David Karachuk 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 Karadimas (CRD# 6134913) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 10 years of experience in the finance industry.
Michael Kazakewich (CRD# 3176535) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 24 years of experience in the finance industry. Michael Kazakewich 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.
Gregory Kearney (CRD# 3245312) is an Investment Advisor Representative working at Lpl Financial LLC in Westport, CT and has over 24 years of experience in the finance industry. Gregory Kearney 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.
Sean Kelley (CRD# 1559315) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 36 years of experience in the finance industry.
Angela Kelly (CRD# 4980591) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 15 years of experience in the finance industry.