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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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Steven Dolzani (CRD# 5469176) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 16 years of experience in the finance industry.
Michael Domingos (CRD# 4664821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry. Michael Domingos 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.
David Donaldson (CRD# 1155413) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 40 years of experience in the finance industry.
Theresa Donatelli (CRD# 2358876) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 28 years of experience in the finance industry.
Rebecca Dotson (CRD# 5167283) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 11 years of experience in the finance industry.
Siamak Dowlatshahi (CRD# 1553463) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 35 years of experience in the finance industry.
Susan Dowling (CRD# 1034612) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 40 years of experience in the finance industry. Susan Dowling 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 Downes (CRD# 1209421) is an Investment Advisor Representative working at Valleywood Capital Group, LLC in Madison, CT and has over 38 years of experience in the finance industry.
Steven Draczynski (CRD# 5278886) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 16 years of experience in the finance industry.
Gregory Drozda (CRD# 6315050) is an Investment Advisor Representative working at Equis Group LLC in Tampa, FL and has over 10 years of experience in the finance industry.