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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
Joseph McNally (CRD# 6102015) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Manchester, CT and has over 11 years of experience in the finance industry.
Russell Morris (CRD# 6586974) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, CT and has 1 year of experience in the finance industry.
Rica Nicolescu (CRD# 7800334) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Manchester, CT and has 1 year of experience in the finance industry.
Marcos Ruiz (CRD# 6921270) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Manchester, CT and has over 4 years of experience in the finance industry.
Kristina Wolff Singh (CRD# 7391415) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Manchester, CT and has 1 year 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.
Frank Adams (CRD# 2941787) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 26 years of experience in the finance industry.