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Distance Only Waterford, 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
Christopher Aldrich (CRD# 6439918) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waterford, CT and has over 8 years of experience in the finance industry.
David Cikatz (CRD# 5779443) is an Investment Advisor Representative working at Edward Jones in Waterford, CT and has over 5 years of experience in the finance industry.
Shane Clarke (CRD# 2970735) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Waterford, CT and has over 26 years of experience in the finance industry.
Lynn Cravinho (CRD# 5486266) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 15 years of experience in the finance industry.
Thomas Dittmeier (CRD# 6361758) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Waterford, CT and has over 9 years of experience in the finance industry.
Daniel Dunn (CRD# 1149045) is an Investment Advisor Representative working at Mml Investors Services, LLC in Waterford, CT and has over 24 years of experience in the finance industry.
Roderick Duxbury (CRD# 4880536) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waterford, CT and has over 19 years of experience in the finance industry.
Simone Gladstone (CRD# 1917328) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 32 years of experience in the finance industry. Simone Gladstone 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.
Mercedes Lane (CRD# 4127468) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 19 years of experience in the finance industry.
Joanne Morton (CRD# 2665938) is an Investment Advisor Representative working at Avantax Advisory Services in Waterford, CT and has over 28 years of experience in the finance industry.