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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...
Margery Bennett (CRD# 4354685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 22 years of experience in the finance industry.
Mars Bishop (CRD# 1992757) is an Investment Advisor Representative working at Blue Fin Capital, Inc. in Providence, RI and has over 34 years of experience in the finance industry.
James Blackerby (CRD# 1123423) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 41 years of experience in the finance industry.
Erin Blanchard (CRD# 5687050) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 14 years of experience in the finance industry.
Jillian Blanchard (CRD# 4969491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 13 years of experience in the finance industry.
Nanette Blish (CRD# 1463407) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jamestown, RI and has over 37 years of experience in the finance industry.
Jared Bloxsom (CRD# 4458593) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 21 years of experience in the finance industry. Jared Bloxsom 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.
Mark Boccuzzi (CRD# 4339783) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 22 years of experience in the finance industry.
Irene Bock (CRD# 3048782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 25 years of experience in the finance industry.
David Bogosian (CRD# 2551263) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 29 years of experience in the finance industry.