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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
Greg Re (CRD# 6103648) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Stamford, CT and has over 11 years of experience in the finance industry.
Legrand Redfield (CRD# 865752) is an Investment Advisor Representative working at Asset Management Group, Inc. in Stamford, CT and has over 37 years of experience in the finance industry. Legrand Redfield 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.
Aaron Redmond (CRD# 6345167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 9 years of experience in the finance industry.
James Reese (CRD# 1374534) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 38 years of experience in the finance industry.
Kenneth Rickens (CRD# 5837905) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Stamford, CT and has over 13 years of experience in the finance industry. Kenneth Rickens 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.
Arisleyda Riehl (CRD# 2617855) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 28 years of experience in the finance industry.
Kathleen Riocci (CRD# 6216476) is an Investment Advisor Representative working at Principal Securities, Inc. in Stamford, CT and has over 7 years of experience in the finance industry.
William Robins (CRD# 4892411) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 9 years of experience in the finance industry.
Elizabeth Rockwell (CRD# 5041734) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 18 years of experience in the finance industry. Elizabeth Rockwell 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.
Jeffrey Rockwell (CRD# 4541672) is an Investment Advisor Representative working at Commonwealth Financial Network in Stamford, CT and has over 21 years of experience in the finance industry.