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Distance Only New London, 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
Susan M. Dowling (CRD# 1034612) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 40 years of experience in the finance industry.
Kristie Gavitt (CRD# 4768205) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 18 years of experience in the finance industry.
Shannon Heap (CRD# 5182534) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in New London, CT and has over 17 years of experience in the finance industry.
Peter Humphrey (CRD# 253090) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 42 years of experience in the finance industry.
Janet Larkin (CRD# 2150396) is an Investment Advisor Representative working at Primerica Advisors in New London, CT and has over 32 years of experience in the finance industry.
Jean Roccon-Rohm (CRD# 1079399) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 41 years of experience in the finance industry.
Brian Rolfe (CRD# 5282666) is an Investment Advisor Representative working at Commonwealth Financial Network in New London, CT and has over 17 years of experience in the finance industry.
Laura Saborio (CRD# 4410627) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has 1 year of experience in the finance industry.
Daniel Scheyder (CRD# 6625083) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 6 years of experience in the finance industry.
Jeffrey Segal (CRD# 1886939) is an Investment Advisor Representative working at Commonwealth Financial Network in New London, CT and has over 28 years of experience in the finance industry. Jeffrey Segal 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.