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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...
Kathleen Gibilisco (CRD# 2831324) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 17 years of experience in the finance industry.
Bruce Giguere (CRD# 4602791) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 21 years of experience in the finance industry.
Bria Gilbert (CRD# 5624382) is an Investment Advisor Representative working at Lpl Financial LLC in Chester, CT and has over 14 years of experience in the finance industry.
Evan Gilchrest (CRD# 5033823) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 17 years of experience in the finance industry. Evan Gilchrest 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.
Steven Gildar (CRD# 2282795) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tampa, FL and has over 31 years of experience in the finance industry.
Kathryn Gilmore (CRD# 5966488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 12 years of experience in the finance industry.
Simone Gladstone (CRD# 1917328) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 32 years of experience in the finance industry. Simone Gladstone 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.
Neil Goldberg (CRD# 1602963) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 17 years of experience in the finance industry.
Leah Goldenthal (CRD# 4983095) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 5 years of experience in the finance industry.
Soll Goldenthal (CRD# 1134431) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 39 years of experience in the finance industry.