-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 12 years of experience in the finance industry. Adrian Andreotta 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.
Julie Beauchamp (CRD# 2344913) is an Investment Advisor Representative working at Wells Fargo Advisors in Southington, CT and has over 26 years of experience in the finance industry. Julie Beauchamp 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.
Christopher Benjamin (CRD# 1562197) is an Investment Advisor Representative working at Wells Fargo Advisors in Southington, CT and has over 37 years of experience in the finance industry.
Michael Callahan (CRD# 2443408) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southington, CT and has over 29 years of experience in the finance industry.
Stephen Carella (CRD# 6454329) is an Investment Advisor Representative working at Lpl Financial LLC in Southington, CT and has over 8 years of experience in the finance industry.
Donald Coffin (CRD# 2900573) is an Investment Advisor Representative working at Lpl Financial LLC in Southington, CT and has over 26 years of experience in the finance industry.
Richard D'amato (CRD# 2491425) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southington, CT and has over 23 years of experience in the finance industry.
Thomas Dillon (CRD# 4634502) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 19 years of experience in the finance industry.
Marc Dynder (CRD# 3253279) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southington, CT and has over 24 years of experience in the finance industry. Marc Dynder 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.
Vincent Feijoo (CRD# 4188945) is an Investment Advisor Representative working at Commonwealth Financial Network in Southington, CT and has over 23 years of experience in the finance industry. Vincent Feijoo 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.