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Distance Only New Haven, 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
Alan Nathan (CRD# 4510499) is an Investment Advisor Representative working at Park Avenue Securities LLC in New Haven, CT and has over 24 years of experience in the finance industry.
Jacob Ness (CRD# 5705819) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 14 years of experience in the finance industry. Jacob Ness 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.
William Newman (CRD# 1101583) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Haven, CT and has over 27 years of experience in the finance industry.
Charles Noble (CRD# 715430) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 35 years of experience in the finance industry.
David Norris (CRD# 4150520) is an Investment Advisor Representative working at Ladd Capital Management LLC in New Haven, CT and has 1 year of experience in the finance industry.
Brian Obremski (CRD# 3040478) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 24 years of experience in the finance industry. Brian Obremski 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.
Robert Outtrim (CRD# 830045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 43 years of experience in the finance industry.
Robert Outtrim (CRD# 5698788) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 13 years of experience in the finance industry.
Jennifer Pianello (CRD# 4982648) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 18 years of experience in the finance industry.
Michael Prior (CRD# 2569984) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 29 years of experience in the finance industry.