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Distance Only Farmington, 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
Erik Cormier (CRD# 4707181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, CT and has over 20 years of experience in the finance industry.
Samuel Debono (CRD# 7270438) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 2 years of experience in the finance industry. Samuel Debono 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.
Nikolis Ford (CRD# 7785125) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Nicolas Good (CRD# 7629233) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
William Horigan (CRD# 7187338) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 4 years of experience in the finance industry.
Jenna Isleib (CRD# 7384631) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 2 years of experience in the finance industry. Jenna Isleib 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.
Alicja Jackiewicz (CRD# 7618502) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Alexis Karn (CRD# 6210270) is an Investment Advisor Representative working at Cwm, LLC in Farmington, CT and has over 2 years of experience in the finance industry.
Daniel Lester (CRD# 7264333) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has over 3 years of experience in the finance industry. Daniel Lester 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 Levine (CRD# 4543943) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Farmington, CT and has over 18 years of experience in the finance industry.