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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
Jon Laroche (CRD# 4583262) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brookfield, CT and has over 21 years of experience in the finance industry.
Karl Rickel (CRD# 1365534) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brookfield, CT and has over 31 years of experience in the finance industry.
Kevin Shine (CRD# 2498490) is an Investment Advisor Representative working at Shine Financial Services, LLC in Brookfield, CT and has over 26 years of experience in the finance industry.
Michael Taguiam (CRD# 870185) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brookfield, CT and has over 24 years of experience in the finance industry.
Alan Walp (CRD# 5989106) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Brookfield, CT and has over 12 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.
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.
Danielle Accardi (CRD# 4385290) is an Investment Advisor Representative working at Lpl Financial LLC in Wilbraham, MA and has over 9 years of experience in the finance industry.