John Foreman, MBA, CIMA®

John is responsible for sales support and training of representatives in securities products. He also delivers information regarding new equity products, regulatory issues, and new policies from the home office to the firm. John will assist with case analysis and the development of a client strategy while supporting representatives on client meetings and assisting in presentations.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.