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Distance Only Darien, 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
James Weinstock (CRD# 732928) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has over 39 years of experience in the finance industry.
Erica Westfall (CRD# 4285894) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 21 years of experience in the finance industry.
Jonathan Woods (CRD# 1671127) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Darien, CT and has over 35 years of experience in the finance industry.
Christopher Zapata (CRD# 6440206) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Darien, CT and has over 8 years of experience in the finance industry. Christopher Zapata 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.
John Zaro (CRD# 715399) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 43 years of experience in the finance industry.
Gerard Zopfi (CRD# 1097326) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has over 30 years of experience in the finance industry.
Gerard Zopfi (CRD# 6062652) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has 1 year of experience in the finance industry. Gerard Zopfi 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.
Steffanie Arduini (CRD# 2868156) is an Investment Advisor Representative working at Commonwealth Financial Network in Darien, CT and has over 3 years of experience in the finance industry.
Nataly Arias Zuzunaga (CRD# 7155997) is an Investment Advisor Representative working at Sprott Asset Management Usa Inc. in Darien, CT and has 1 year of experience in the finance industry.
O. Beringer (CRD# 7616639) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has 1 year of experience in the finance industry.