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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
Bryan Smith (CRD# 2998099) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 22 years of experience in the finance industry.
Kenneth Sondo (CRD# 4585862) is an Investment Advisor Representative working at Morgan Stanley in Westport, CT and has over 12 years of experience in the finance industry.
Christopher Spahn (CRD# 2174475) is an Investment Advisor Representative working at Morgan Stanley in Westport, CT and has over 32 years of experience in the finance industry. Christopher Spahn 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.
David Spiecher (CRD# 2812820) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westport, CT and has over 13 years of experience in the finance industry. David Spiecher 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.
Craig Stearns (CRD# 4484032) is an Investment Advisor Representative working at Commonwealth Financial Network in Westport, CT and has over 22 years of experience in the finance industry. Craig Stearns 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.
Matthew Stendardi (CRD# 6653266) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 7 years of experience in the finance industry.
Jean Pier Suarez (CRD# 6329461) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Westport, CT and has over 7 years of experience in the finance industry.
David Sullivan (CRD# 2060388) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 33 years of experience in the finance industry.
Michael Thomas (CRD# 2176069) is an Investment Advisor Representative working at Equitable Advisors, LLC in Westport, CT and has over 31 years of experience in the finance industry.
Jamie Tobins (CRD# 2445399) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westport, CT and has over 30 years of experience in the finance industry.