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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
Stuart Plotkin (CRD# 2388895) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 24 years of experience in the finance industry.
James Pontone (CRD# 1259450) is an Investment Advisor Representative working at Hardman Johnston Global Advisors LLC in Stamford, CT and has over 30 years of experience in the finance industry.
John Porter (CRD# 1969230) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 34 years of experience in the finance industry.
David Priebe (CRD# 6196940) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 8 years of experience in the finance industry.
Roland Pritchett (CRD# 2284569) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 31 years of experience in the finance industry.
Michael Promis (CRD# 4867400) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stamford, CT and has over 18 years of experience in the finance industry.
Francis Queally (CRD# 1040983) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Stamford, CT and has over 27 years of experience in the finance industry.
Dino Querze (CRD# 4518622) is an Investment Advisor Representative working at Lpl Financial LLC in Stamford, CT and has over 22 years of experience in the finance industry.
Alis Ramirez (CRD# 6507515) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 5 years of experience in the finance industry.
Claudio Ravinet (CRD# 2968068) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 25 years of experience in the finance industry.