-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Frank Baggio (CRD# 2032490) is an Investment Advisor Representative working at Lpl Financial LLC in Wilton, CT and has over 33 years of experience in the finance industry.
Dennis Baltz (CRD# 4980028) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Wilton, CT and has over 18 years of experience in the finance industry.
Christopher Benin (CRD# 4653789) is an Investment Advisor Representative working at Benin Management Corp in Wilton, CT and has over 22 years of experience in the finance industry.
Peter Benin (CRD# 4392689) is an Investment Advisor Representative working at Benin Management Corp in Wilton, CT and has 1 year of experience in the finance industry.
Lawrence Bernstein (CRD# 1044106) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Wilton, CT and has over 32 years of experience in the finance industry.
Emily Boothroyd (CRD# 5942142) is an Investment Advisor Representative working at Merit Financial Advisors in Wilton, CT and has over 12 years of experience in the finance industry. Emily Boothroyd 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.
Bert Bowler (CRD# 2485212) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 29 years of experience in the finance industry. Bert Bowler 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.
Michael Brewi (CRD# 4747927) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilton, CT and has over 19 years of experience in the finance industry.
David Bunin (CRD# 4262781) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Wilton, CT and has over 23 years of experience in the finance industry. David Bunin 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.
Matthew Castaldi (CRD# 2484301) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wilton, CT and has over 29 years of experience in the finance industry.