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Distance Only Wilton, 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
Craig Jensen (CRD# 5766588) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 8 years of experience in the finance industry.
Constantine Kalivas (CRD# 1279249) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wilton, CT and has over 39 years of experience in the finance industry.
Francis Lawrance (CRD# 1029741) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Wilton, CT and has over 40 years of experience in the finance industry.
Andrew McGrade (CRD# 1509175) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilton, CT and has over 25 years of experience in the finance industry.
Marie-belle Mikue (CRD# 6111787) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 7 years of experience in the finance industry.
Joshua Miller (CRD# 5499867) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilton, CT and has over 14 years of experience in the finance industry.
Thomas Papa (CRD# 3222264) is an Investment Advisor Representative working at Oaktrust Wealth Advisors, LLC in Wilton, CT and has over 21 years of experience in the finance industry.
James Pierce (CRD# 2642401) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Wilton, CT and has over 28 years of experience in the finance industry.
John Planell (CRD# 1333455) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 39 years of experience in the finance industry. John Planell 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.
Lee Povinelli (CRD# 2402193) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wilton, CT and has over 30 years of experience in the finance industry.