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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 Roy (CRD# 5181919) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilbraham, MA and has over 16 years of experience in the finance industry.
Carol Scatolini (CRD# 2662328) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Wilbraham, MA and has over 28 years of experience in the finance industry. Carol Scatolini 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.
Barbara Trombley (CRD# 5611841) is an Investment Advisor Representative working at Trombley Associates in Wilbraham, MA and has over 14 years of experience in the finance industry.
Jeffrey Whyte (CRD# 2453715) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilbraham, MA and has over 30 years of experience in the finance industry.
Elaine Cote (CRD# 6827690) is an Investment Advisor Representative working at Cuso Financial Services in Wilbraham, MA and has over 3 years of experience in the finance industry.
Kyong Cruz (CRD# 4558462) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wilbraham, MA and has over 21 years of experience in the finance industry.
Michael Trombley (CRD# 5637980) is an Investment Advisor Representative working at Trombley Associates in Wilbraham, MA and has over 12 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in South Windsor, CT and has over 20 years of experience in the finance industry.