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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
Joshua Davis (CRD# 2914610) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 26 years of experience in the finance industry. Joshua Davis 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 Day (CRD# 1746923) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 36 years of experience in the finance industry.
Edythe De Marco (CRD# 1024939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 42 years of experience in the finance industry.
Thomas De Nicola (CRD# 3024395) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 26 years of experience in the finance industry.
Jessica De Pina (CRD# 7040888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 5 years of experience in the finance industry.
Cynthia Dean (CRD# 3103448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 25 years of experience in the finance industry.
Kevin Deangelis (CRD# 2423942) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cranston, RI and has over 30 years of experience in the finance industry.
Clifford Deck (CRD# 4545451) is an Investment Advisor Representative working at Blue Chip Financial Advisors, LLP in East Providence, RI and has over 24 years of experience in the finance industry. Clifford Deck 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.
Penny Deeb (CRD# 4513890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 16 years of experience in the finance industry.
Jed Defalco (CRD# 5231484) is an Investment Advisor Representative working at Vetta Investments in East Greenwich, RI and has over 17 years of experience in the finance industry.