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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
Scott Patten (CRD# 2203956) is an Investment Advisor Representative working at Northeast Financial in Westport, CT and has over 32 years of experience in the finance industry.
Laurie Perry (CRD# 2706485) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 28 years of experience in the finance industry.
John-michael Peters (CRD# 5032306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 18 years of experience in the finance industry.
Eric Picard (CRD# 1983632) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westport, CT and has over 34 years of experience in the finance industry.
Kevin Porter (CRD# 2808732) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 27 years of experience in the finance industry.
James Pratt-Heaney (CRD# 1514331) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 37 years of experience in the finance industry.
Traci Provost (CRD# 5791884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westport, CT and has over 13 years of experience in the finance industry.
Oliver Pursche (CRD# 2402551) is an Investment Advisor Representative working at Wealthspire Advisors in Westport, CT and has over 19 years of experience in the finance industry.
Lauren Quesada (CRD# 6155900) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 11 years of experience in the finance industry.
Lee Rawiszer (CRD# 1248193) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 39 years of experience in the finance industry.