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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
Brandon Affeldt (CRD# 6423673) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 7 years of experience in the finance industry.
Jeffrey Affeldt (CRD# 1748546) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 36 years of experience in the finance industry.
Keith Albert (CRD# 4641247) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
Peter Alexopoulos (CRD# 2955131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 26 years of experience in the finance industry.
Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
Sharon Alleman (CRD# 5520454) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 15 years of experience in the finance industry. Sharon Alleman 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.
James Allen (CRD# 2907107) is an Investment Advisor Representative working at Cornerstone Planning Group in Glastonbury, CT and has over 26 years of experience in the finance industry.
Sean Allen (CRD# 4868991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.
Peter Alminas (CRD# 5615699) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 15 years of experience in the finance industry. Peter Alminas 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.
Edward Almy (CRD# 4524324) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 21 years of experience in the finance industry.