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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
Luis Abella (CRD# 2809814) is an Investment Advisor Representative working at Edward Jones in New Milford, CT and has over 27 years of experience in the finance industry.
Daniel Jonker (CRD# 1245488) is an Investment Advisor Representative working at Summit Financial, LLC in New Milford, CT and has over 27 years of experience in the finance industry.
Wayne Locke (CRD# 1682299) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Milford, CT and has over 36 years of experience in the finance industry.
Stephen Ortiz (CRD# 6365661) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New Haven, CT and has over 5 years of experience in the finance industry. Stephen Ortiz 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 Pasnau (CRD# 4417325) is an Investment Advisor Representative working at Pasnau Investment Management, Inc. in New Milford, CT and has 1 year of experience in the finance industry.
George Repasky (CRD# 2796025) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in New Milford, CT and has over 7 years of experience in the finance industry.
Ivan Shiffman (CRD# 6994108) is an Investment Advisor Representative working at Edward Jones in New Milford, CT and has over 5 years of experience in the finance industry.
Halima Adam Dabre (CRD# 6155140) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Haven, CT and has over 10 years of experience in the finance industry.
Philip Adams (CRD# 3178067) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Southbury, CT and has over 25 years of experience in the finance industry.