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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
Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 23 years of experience in the finance industry. Thomas Britt 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.
Mary Broidy (CRD# 6907419) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southampton, NY and has over 5 years of experience in the finance industry.
Rudolph Bruer (CRD# 2069611) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southold, NY and has over 33 years of experience in the finance industry.
John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 19 years of experience in the finance industry. John Bubello 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.
Ryan Busby (CRD# 3090780) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Old Saybrook, CT and has over 23 years of experience in the finance industry.
Kim Caldwell (CRD# 2715652) is an Investment Advisor Representative working at Lpl Financial LLC in Laurel, NY and has over 27 years of experience in the finance industry. Kim Caldwell 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.
Anthony Cappiello (CRD# 2172928) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 32 years of experience in the finance industry.
Jason Carrier (CRD# 4553561) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Old Saybrook, CT and has over 21 years of experience in the finance industry.
Rocco Carriero (CRD# 2704689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 25 years of experience in the finance industry.
Nicole Casamassa (CRD# 1122977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 26 years of experience in the finance industry.