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Distance Only East Providence, RI
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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
Joshua Pacheco (CRD# 5865407) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 12 years of experience in the finance industry.
Nelson Ribeiro (CRD# 4777757) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Providence, RI and has over 19 years of experience in the finance industry.
Virgil Sales (CRD# 1103937) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Providence, RI and has over 40 years of experience in the finance industry.
Jonathan Smith (CRD# 5859648) is an Investment Advisor Representative working at Wells Fargo Advisors in East Providence, RI and has over 13 years of experience in the finance industry.
Heather Sullivan (CRD# 3204156) is an Investment Advisor Representative working at Wells Fargo Advisors in East Providence, RI and has over 7 years of experience in the finance industry.
Stephen Vachon (CRD# 4377535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Providence, RI and has over 22 years of experience in the finance industry.
William Wall (CRD# 1623713) is an Investment Advisor Representative working at Wells Fargo Advisors in East Providence, RI and has over 37 years of experience in the finance industry. William Wall 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.
Thomas Case (CRD# 7205617) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Providence, RI and has over 2 years of experience in the finance industry.
Steven Earle (CRD# 7687984) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Providence, RI and has 1 year of experience in the finance industry.
Shelbee Finnegan (CRD# 7487713) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Providence, RI and has 1 year of experience in the finance industry.