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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
Jeffrey Montville (CRD# 2037595) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Southbury, CT and has over 28 years of experience in the finance industry.
Derek Packett (CRD# 3172802) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southbury, CT and has over 24 years of experience in the finance industry.
Thomas Paron (CRD# 2112510) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Southbury, CT and has over 33 years of experience in the finance industry.
Janet Parry (CRD# 2558502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 29 years of experience in the finance industry.
Justin Rodrigues (CRD# 5893221) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southbury, CT and has over 12 years of experience in the finance industry.
Steven Sax (CRD# 1761477) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 36 years of experience in the finance industry.
Lynn Scully (CRD# 5068245) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southbury, CT and has over 17 years of experience in the finance industry.
Minnampalli Selvaraj (CRD# 2039097) is an Investment Advisor Representative working at Lpl Financial LLC in Southbury, CT and has over 27 years of experience in the finance industry.
Harold Smith (CRD# 3167818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 25 years of experience in the finance industry.
Joseph Sullivan (CRD# 2872058) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Southbury, CT and has over 27 years of experience in the finance industry.