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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...
Stacey Eder (CRD# 1668072) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 29 years of experience in the finance industry.
Debra Flint (CRD# 5055468) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 16 years of experience in the finance industry.
Mark Hand (CRD# 6128780) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Old Saybrook, CT and has over 11 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.
James Oliver (CRD# 2892825) is an Investment Advisor Representative working at Wells Fargo Advisors in Old Saybrook, CT and has over 25 years of experience in the finance industry.
Tyler Potts (CRD# 3241085) is an Investment Advisor Representative working at Lpl Financial LLC in Old Saybrook, CT and has over 23 years of experience in the finance industry.
Janice Reed (CRD# 2309117) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 23 years of experience in the finance industry.
Matthew Sullivan (CRD# 2501384) is an Investment Advisor Representative working at Commonwealth Financial Network in Old Saybrook, CT and has over 27 years of experience in the finance industry.
William Webster Jr. (CRD# 461173) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Old Saybrook, CT and has over 41 years of experience in the finance industry. William Webster Jr. 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.
Erica Damon (CRD# 5867145) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 12 years of experience in the finance industry.