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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...
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Holly Geer (CRD# 6236629) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 8 years of experience in the finance industry.
Cherish Genova (CRD# 4331468) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 23 years of experience in the finance industry.
Kathryn Genovese (CRD# 4404496) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 23 years of experience in the finance industry.
Jason Gentile (CRD# 4588461) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 20 years of experience in the finance industry. Jason Gentile 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.