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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
Amit Khandwala (CRD# 2794288) is an Investment Advisor Representative working at Wright Investors Service Inc. in Shelton, CT and has over 27 years of experience in the finance industry.
John Koterbay (CRD# 2826090) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shelton, CT and has over 27 years of experience in the finance industry.
Melissa Kronick (CRD# 6889399) is an Investment Advisor Representative working at Fci Advisors in Shelton, CT and has over 6 years of experience in the finance industry.
Christopher Kusick (CRD# 5737400) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 14 years of experience in the finance industry.
Michael Kusick (CRD# 2491494) is an Investment Advisor Representative working at Commonwealth Financial Network in Shelton, CT and has over 27 years of experience in the finance industry. Michael Kusick 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.
William Leavitt (CRD# 2408292) is an Investment Advisor Representative working at Bridgelight Financial Advisors, Inc. in Shelton, CT and has over 30 years of experience in the finance industry.
Robert Leiphart (CRD# 4141443) is an Investment Advisor Representative working at Rb Capital Management, LLC in Shelton, CT and has over 23 years of experience in the finance industry. Robert Leiphart 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.
Norman Leslie (CRD# 2311487) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 30 years of experience in the finance industry.
Nancy Liebermann (CRD# 2201699) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 27 years of experience in the finance industry.
Daniel Limmer (CRD# 2325019) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 31 years of experience in the finance industry. Daniel Limmer 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.