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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
Michelle Defilippo (CRD# 7062665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 2 years of experience in the finance industry.
David Dinatali (CRD# 6276244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has 1 year of experience in the finance industry.
Daniel Kopf (CRD# 6860707) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has 1 year of experience in the finance industry.
Brian Lynch (CRD# 6568037) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Cheshire, CT and has over 2 years of experience in the finance industry.
Ethan Medling (CRD# 7686198) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Cheshire, CT and has 1 year of experience in the finance industry.
Alexander Potocsny (CRD# 6838566) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Cheshire, CT and has over 2 years of experience in the finance industry.
Bilal Qaiser (CRD# 6851676) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cheshire, CT and has over 6 years of experience in the finance industry.
Jeffrey Russitano (CRD# 7118041) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Cheshire, CT and has over 4 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.