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Distance Only Cheshire, 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
Jeremy Beitel (CRD# 3005952) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cheshire, CT and has over 26 years of experience in the finance industry. Jeremy Beitel 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.
Paul Bortnick (CRD# 4683215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 20 years of experience in the finance industry.
Joshua Broder (CRD# 4634215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 20 years of experience in the finance industry.
Chad Cartier (CRD# 5390569) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 16 years of experience in the finance industry.
Steven Choquette (CRD# 1134302) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 17 years of experience in the finance industry. Steven Choquette 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.
Donald Ciampi (CRD# 4341149) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 22 years of experience in the finance industry.
Steven Fazo (CRD# 6056220) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 11 years of experience in the finance industry.
Timothy Galvin (CRD# 1401741) is an Investment Advisor Representative working at Commonwealth Financial Network in Cheshire, CT and has over 38 years of experience in the finance industry.
Michael Giliberto (CRD# 1810309) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Cheshire, CT and has over 29 years of experience in the finance industry.