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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
Steven Chille (CRD# 1335887) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 35 years of experience in the finance industry.
Richard Chiozzi (CRD# 868631) is an Investment Advisor Representative working at Beck Bode LLC in Guilford, CT and has over 43 years of experience in the finance industry. Richard Chiozzi 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.
John Chipelo (CRD# 5124550) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 8 years of experience in the finance industry.
Patricia Chituck (CRD# 4503850) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 22 years of experience in the finance industry.
Kenneth Chmielewski (CRD# 6353075) is an Investment Advisor Representative working at Edward Jones in Deep River, CT and has over 9 years of experience in the finance industry.
Michael Choniski (CRD# 6227226) is an Investment Advisor Representative and founder of Trendhaven Investment Management, LLC in Brookfield, CT.
Investment Type: Conservative Alternative
Investment Goal: Absolute Return / Wealth Preservation & Growth
Investment Approach: Active Management / Trend Following
Investment Vehicle: Separately Managed Accounts
Account Types: Individual, Joint, Retirement, Trust, Other
Custodian: First Clearing (a Wells Fargo affiliate)
Minimum Investment: $100,000
A Trendhaven managed account is a Conservative Alternative Investment which may be a...
Steven Choquette (CRD# 1134302) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 17 years of experience in the finance industry. Steven Choquette 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.
David Chorney (CRD# 2093221) is an Investment Advisor Representative working at Lpl Financial LLC in Woodbridge, CT and has over 29 years of experience in the finance industry.
Kimberly Chorney (CRD# 2691195) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 28 years of experience in the finance industry. Kimberly Chorney 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.
Eugene Christensen (CRD# 1274728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 39 years of experience in the finance industry.