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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
Timothy Haas (CRD# 4810370) is an Investment Advisor Representative working at Prosperity Capital Advisors in Sandy Hook, CT and has over 19 years of experience in the finance industry. Timothy Haas 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 Kenning (CRD# 1104215) is an Investment Advisor Representative working at Commonwealth Financial Network in Sandy Hook, CT and has over 38 years of experience in the finance industry.
Jeffrey Ward (CRD# 2448519) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sandy Hook, CT and has over 29 years of experience in the finance industry.
Ross Riskin (CRD# 7188657) is an Investment Advisor Representative working at Riskin Wealth Management, LLC in Sandy Hook, CT and has 1 year of experience in the finance industry.
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Oliver Abel (CRD# 6865326) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 6 years of experience in the finance industry.
Luis Abella (CRD# 2809814) is an Investment Advisor Representative working at Edward Jones in New Milford, CT and has over 27 years of experience in the finance industry.
Halima Adam Dabre (CRD# 6155140) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Haven, CT and has over 10 years of experience in the finance industry.