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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
Thomas Locastro (CRD# 1871608) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 35 years of experience in the finance industry.
William Loftus (CRD# 1453588) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 38 years of experience in the finance industry.
Michael Lombardo (CRD# 4368492) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Westport, CT and has 1 year of experience in the finance industry. Michael Lombardo 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.
Patrick Luckart (CRD# 2329189) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westport, CT and has over 27 years of experience in the finance industry.
Sunil Mahtani (CRD# 5064383) is an Investment Advisor Representative working at Kingfisher Investors LLC in Westport, CT and has over 11 years of experience in the finance industry.
Irwin Maisner (CRD# 1094089) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westport, CT and has over 39 years of experience in the finance industry.
Peter Maloney (CRD# 2344867) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 30 years of experience in the finance industry.
Susan Marchese (CRD# 4925359) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 12 years of experience in the finance industry.
Jonathan Mark (CRD# 2160974) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Westport, CT and has over 32 years of experience in the finance industry.
Brian Marshall (CRD# 2598277) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 27 years of experience in the finance industry.