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Distance Only Middletown, 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
David Macdonald (CRD# 5688739) is an Investment Advisor Representative working at Mml Investors Services, LLC in Middletown, RI and has over 14 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.
Andrew Parsons (CRD# 2335009) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 22 years of experience in the finance industry. Andrew Parsons 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.
Hector Rodriguez (CRD# 2412802) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, RI and has over 30 years of experience in the finance industry.
Ralph Salvatore (CRD# 5660097) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 15 years of experience in the finance industry. Ralph Salvatore 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.
Vincent Sbano (CRD# 2616637) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Middletown, RI and has over 28 years of experience in the finance industry.
Stephen Senteio (CRD# 6018677) is an Investment Advisor Representative working at Edward Jones in Middletown, RI and has over 12 years of experience in the finance industry.
Gregory Silva (CRD# 4390323) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middletown, RI and has over 22 years of experience in the finance industry.
Baxter Smith (CRD# 1509310) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middletown, RI and has over 37 years of experience in the finance industry.
Douglas Suhr (CRD# 2774201) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Middletown, RI and has over 27 years of experience in the finance industry. Douglas Suhr 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.