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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
Harold McMillan (CRD# 1411258) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Westport, CT and has over 35 years of experience in the finance industry.
Uliana Michaelis (CRD# 6472278) is an Investment Advisor Representative working at Wealthspire Advisors in Westport, CT and has over 8 years of experience in the finance industry. Uliana Michaelis 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.
Dean Moberg (CRD# 1163869) is an Investment Advisor Representative working at Sound Trust Wealth Advisors, LLC in Westport, CT and has over 40 years of experience in the finance industry.
Seamus Monschein (CRD# 4855235) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westport, CT and has over 19 years of experience in the finance industry.
James Murchie (CRD# 2080728) is an Investment Advisor Representative working at Energy Income Partners in Westport, CT and has over 33 years of experience in the finance industry.
Max Needham (CRD# 5347602) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westport, CT and has over 14 years of experience in the finance industry.
Lisa Nekrich (CRD# 3186099) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westport, CT and has over 22 years of experience in the finance industry.
John Nelson (CRD# 5068331) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Westport, CT and has over 18 years of experience in the finance industry. John Nelson 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.
Jon Nelson (CRD# 346156) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Westport, CT and has over 40 years of experience in the finance industry.
John Nevin (CRD# 4346245) is an Investment Advisor Representative working at Ayrshire Capital Management LLC in Westport, CT and has over 13 years of experience in the finance industry.