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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
Jonathan Haulenbeek (CRD# 1751378) is an Investment Advisor Representative working at Lpl Financial LLC in Northfield, CT and has over 36 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 23 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
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.
Frank Adams (CRD# 2941787) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 26 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.
Imad Afiouni (CRD# 4759270) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newtown, CT and has over 12 years of experience in the finance industry.
Dean Aita (CRD# 2210394) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Washington Depot, CT and has over 32 years of experience in the finance industry. Dean Aita 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.