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Distance Only Stamford, 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
Stephen Pendergast (CRD# 1388526) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stamford, CT and has over 38 years of experience in the finance industry.
Francisco Perez (CRD# 4232500) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 19 years of experience in the finance industry.
Christopher Perry (CRD# 2949970) is an Investment Advisor Representative working at Commonwealth Financial Network in Stamford, CT and has over 26 years of experience in the finance industry. Christopher Perry 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.
Dennis Peter (CRD# 7036996) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 5 years of experience in the finance industry.
Sarah Petrone (CRD# 5470789) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 13 years of experience in the finance industry.
Michael Pfeffer (CRD# 2257048) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Stamford, CT and has over 31 years of experience in the finance industry.
Sherri Pfeiffer (CRD# 6336724) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 8 years of experience in the finance industry.
Christopher Phillips (CRD# 4761544) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stamford, CT and has over 20 years of experience in the finance industry.
William Phillips (CRD# 4203009) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 21 years of experience in the finance industry.
Jonathan Piazza-Harper (CRD# 5560714) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Stamford, CT and has over 12 years of experience in the finance industry. Jonathan Piazza-Harper 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.