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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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Dennis McGuire (CRD# 328137) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 32 years of experience in the finance industry.
Sean McGuire (CRD# 5636671) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 15 years of experience in the finance industry.
Laurence McHugh (CRD# 2427447) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 30 years of experience in the finance industry.
Sharon Meehan (CRD# 4012103) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, RI and has over 24 years of experience in the finance industry.
Brian Megley (CRD# 2302308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport, RI and has over 31 years of experience in the finance industry.
Victor Melfa (CRD# 3134955) is an Investment Advisor Representative working at Factor Investing Group in Newport, RI and has over 25 years of experience in the finance industry.
Ryan Meyer (CRD# 4243054) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wakefield, RI and has over 10 years of experience in the finance industry. Ryan Meyer 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.
Eric Milhoua (CRD# 5280369) is an Investment Advisor Representative working at Edward Jones in Westerly, RI and has over 15 years of experience in the finance industry.
Michael Mondello (CRD# 3207826) is an Investment Advisor Representative working at Lpl Financial LLC in Mystic, CT and has over 25 years of experience in the finance industry.
John Paul Morales (CRD# 2857274) is an Investment Advisor Representative working at Morgan Stanley in Mystic, CT and has over 26 years of experience in the finance industry.