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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
Norman Forrester (CRD# 2201707) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 32 years of experience in the finance industry.
Alexandra Forte (CRD# 4446118) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 21 years of experience in the finance industry.
Gregory Franks (CRD# 1138171) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 40 years of experience in the finance industry.
David Gay (CRD# 2517528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Haven, CT and has over 25 years of experience in the finance industry.
Dara Gibbs (CRD# 4371794) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 23 years of experience in the finance industry. Dara Gibbs 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.
Peter Goletz (CRD# 4328134) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 23 years of experience in the finance industry.
Anthony Gonzalez (CRD# 5641203) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Haven, CT and has over 14 years of experience in the finance industry.
Michael Haggerty (CRD# 5545627) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 11 years of experience in the finance industry.
Elizabeth Hartmayer (CRD# 2153790) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 32 years of experience in the finance industry.
Jennifer Hawkins (CRD# 5431307) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 11 years of experience in the finance industry.