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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...
Sophie Helenek (CRD# 5126715) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Madison, CT and has over 8 years of experience in the finance industry.
Keith Henkin (CRD# 2421916) is an Investment Advisor Representative working at Smartvalue Investment Management, LLC in Guilford, CT and has over 30 years of experience in the finance industry.
Melissa Hicks (CRD# 5475435) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 13 years of experience in the finance industry.
Rance Hillier (CRD# 4647251) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, CT and has over 21 years of experience in the finance industry.
Theodore Hintz (CRD# 4262388) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, CT and has over 23 years of experience in the finance industry.
Dianne Hively (CRD# 2873318) is an Investment Advisor Representative working at Hivest Financial LLC in Tampa, FL and has over 7 years of experience in the finance industry.
Bruce Hodgins (CRD# 2259270) is an Investment Advisor Representative working at Lpl Financial LLC in Hebron, CT and has over 24 years of experience in the finance industry.
Garrett Hofer (CRD# 4292291) 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. Garrett Hofer 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.
Christopher Holloway (CRD# 1385671) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 31 years of experience in the finance industry.
Nancy Holstein (CRD# 1018602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mystic, CT and has over 11 years of experience in the finance industry.