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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...
Joseph Mariani (CRD# 4270378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 23 years of experience in the finance industry.
Joshua Markowski (CRD# 6549370) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 8 years of experience in the finance industry.
Matthew Markowski (CRD# 3092149) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 25 years of experience in the finance industry. Matthew Markowski 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.
Michael Markowski (CRD# 2671573) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 28 years of experience in the finance industry.
Melissa Marr (CRD# 4778029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 17 years of experience in the finance industry.
Vincent Martino (CRD# 2939367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 26 years of experience in the finance industry. Vincent Martino 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.
Mark Mazzone (CRD# 4666857) is an Investment Advisor Representative working at Sovereign Financial Services in Rocky Hill, CT and has over 23 years of experience in the finance industry.
James Mc Cabe (CRD# 2116953) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, CT and has over 32 years of experience in the finance industry.
Joseph McAraw (CRD# 2275117) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 26 years of experience in the finance industry.
Thomas McBride (CRD# 2635265) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 28 years of experience in the finance industry.