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Distance Only Windsor, 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
Jeffrey Smith (CRD# 5900988) is an Investment Advisor Representative working at Parker Wealth Management, LLC in Windsor, CT and has over 13 years of experience in the finance industry. Jeffrey Smith 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 Smith (CRD# 5722088) is an Investment Advisor Representative working at Fiducient Advisors LLC in Windsor, CT and has over 14 years of experience in the finance industry.
Mark Sperandio (CRD# 5814505) is an Investment Advisor Representative working at Lpl Financial LLC in Windsor, CT and has over 12 years of experience in the finance industry.
Eric Spooner (CRD# 2545067) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 24 years of experience in the finance industry.
Scott Stimson (CRD# 2709767) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 18 years of experience in the finance industry.
Kathleen Thompson (CRD# 6122446) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 10 years of experience in the finance industry.
Anthony Tranghese (CRD# 2667738) is an Investment Advisor Representative working at Fiducient Advisors LLC in Windsor, CT and has over 21 years of experience in the finance industry.
Joan Tucker-White (CRD# 2197417) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 25 years of experience in the finance industry.
Jonathan Uldrikis (CRD# 2626997) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 26 years of experience in the finance industry. Jonathan Uldrikis 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.
Steven Urli (CRD# 4261403) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 18 years of experience in the finance industry.