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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
Glenn Ufland (CRD# 4525680) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbridge, CT and has over 21 years of experience in the finance industry.
Lili Vasileff (CRD# 4655110) is an Investment Advisor Representative working at Wealth Protection Management in Woodbridge, CT and has 1 year of experience in the finance industry. Lili Vasileff 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.
Mauriel Vega (CRD# 5772932) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodbridge, CT and has over 13 years of experience in the finance industry.
Scott Zavatkay (CRD# 2821962) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Woodbridge, CT and has over 26 years of experience in the finance industry.
Paul Harrigan (CRD# 6039178) is an Investment Advisor Representative working at Wharton Midmarket Investment Advisors Inc. in Woodbridge, CT and has over 12 years of experience in the finance industry.
John Huber (CRD# 7650220) is an Investment Advisor Representative working at Edward Jones in Woodbridge, CT and has 1 year of experience in the finance industry.
Rocco Laudadio (CRD# 5329992) is an Investment Advisor Representative working at Key Investment Services LLC in Woodbridge, CT and has over 7 years of experience in the finance industry.
Roain Saunders (CRD# 7041913) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Woodbridge, CT and has 1 year of experience in the finance industry. Roain Saunders 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.