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Distance Only Ridgefield, CT
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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
Charles Valenzuela (CRD# 829110) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ridgefield, CT and has over 26 years of experience in the finance industry. Charles Valenzuela 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.
Illona Vitali (CRD# 1428861) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 28 years of experience in the finance industry.
Kathleen Whitmore (CRD# 5563024) is an Investment Advisor Representative working at Captrust in Ridgefield, CT and has over 12 years of experience in the finance industry.
Kelby Edwards (CRD# 2477959) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ridgefield, CT and has over 30 years of experience in the finance industry.
Samuel Grossman (CRD# 7014001) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has 1 year of experience in the finance industry.
Matthew Hicks (CRD# 1282087) is an Investment Advisor Representative working at Cortland Associates Inc. in Ridgefield, CT and has over 32 years of experience in the finance industry.
Brendan Hughes (CRD# 7469192) is an Investment Advisor Representative working at Morgan Stanley in Ridgefield, CT and has 1 year of experience in the finance industry.
Nicole Marron (CRD# 7501508) is an Investment Advisor Representative working at Morgan Stanley in Ridgefield, CT and has 1 year of experience in the finance industry.
Jennifer Perkins (CRD# 2639587) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ridgefield, CT and has over 27 years of experience in the finance industry.
Charles Rio (CRD# 4680576) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ridgefield, CT and has over 20 years of experience in the finance industry.