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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
Michael Schellinger (CRD# 6903790) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 6 years of experience in the finance industry.
Scott Skidmore (CRD# 2578457) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bristol, CT and has over 27 years of experience in the finance industry.
Domenick Socci (CRD# 1937980) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Bristol, CT and has over 33 years of experience in the finance industry.
Matthew Sweeney (CRD# 5705171) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 14 years of experience in the finance industry.
Sondra Ziegler (CRD# 6928483) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 7 years of experience in the finance industry.
Christopher Torres-Gilbes (CRD# 6141128) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 2 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.