-
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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Mario Bartoli (CRD# 2847895) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CT and has over 27 years of experience in the finance industry. Mario Bartoli 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 Bartolotta (CRD# 4748239) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 20 years of experience in the finance industry. Michael Bartolotta 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.
Scott Bartone (CRD# 5123973) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.
Ian Bass (CRD# 5459387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 16 years of experience in the finance industry.
Eliot Bassin (CRD# 6267805) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Avon, CT and has over 10 years of experience in the finance industry.
Andrew Bassock (CRD# 4045368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 24 years of experience in the finance industry.
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 20 years of experience in the finance industry.
Robert Batick (CRD# 2192524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Guilford, CT and has over 32 years of experience in the finance industry.
Christopher Baudouin (CRD# 5261695) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shelton, CT and has over 17 years of experience in the finance industry.