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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
Michael Aaronson (CRD# 4318531) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 24 years of experience in the finance industry.
Michael Abbood (CRD# 5430557) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 16 years of experience in the finance industry.
Thomas Abbood (CRD# 6335780) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 9 years of experience in the finance industry.
Emil Aberizk (CRD# 1049525) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 37 years of experience in the finance industry.
Danielle Accardi (CRD# 4385290) is an Investment Advisor Representative working at Lpl Financial LLC in Wilbraham, MA and has over 9 years of experience in the finance industry.
Gregory Agnone (CRD# 2721484) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chepachet, RI and has over 28 years of experience in the finance industry.
Alexander Albert (CRD# 5674354) is an Investment Advisor Representative working at Lincoln Capital Corporation in East Greenwich, RI and has over 8 years of experience in the finance industry. Alexander Albert 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.
Kelly Almonte (CRD# 4796791) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 17 years of experience in the finance industry.
Peter Alofsin (CRD# 2274434) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 29 years of experience in the finance industry. Peter Alofsin 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.
William Anderson (CRD# 5681835) is an Investment Advisor Representative working at Redwood Private Wealth in Bolton, CT and has over 14 years of experience in the finance industry. William Anderson 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.