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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
Theodore Brooks (CRD# 2628214) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in North Haven, CT and has over 28 years of experience in the finance industry.
David Brown (CRD# 3178631) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 24 years of experience in the finance industry.
Levar Brown (CRD# 3241596) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 23 years of experience in the finance industry.
Christopher Buelta (CRD# 3132755) is an Investment Advisor Representative working at Osaic Fa, Inc. in Brewster, NY and has over 22 years of experience in the finance industry.
Craig Buhrendorf (CRD# 2618798) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 28 years of experience in the finance industry.
Gregory Bunger (CRD# 5248132) is an Investment Advisor Representative working at Kennedy Wealth And Tax Management, Inc. in Southbury, CT and has over 17 years of experience in the finance industry. Gregory Bunger 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.
Joan Buonocore (CRD# 4294101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 23 years of experience in the finance industry.
Carol Burgess (CRD# 4837125) is an Investment Advisor Representative working at Primerica Advisors in Plainville, CT and has over 19 years of experience in the finance industry.
Corrin Burke (CRD# 4165505) is an Investment Advisor Representative working at Successful Wealth Strategies, LLC in Canton, CT and has over 24 years of experience in the finance industry. Corrin Burke 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.
Nathaniel Burne (CRD# 2400125) is an Investment Advisor Representative working at Burne Financial Concepts, LLC in Watertown, CT and has over 30 years of experience in the finance industry. Nathaniel Burne 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.