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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...
James Flynn (CRD# 2939691) is an Investment Advisor Representative working at Commonwealth Financial Network in Mystic, CT and has over 25 years of experience in the finance industry. James Flynn 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.
Cheryl Fonseca (CRD# 1927815) is an Investment Advisor Representative working at Lpl Financial LLC in Somerset, MA and has over 35 years of experience in the finance industry.
Daniel Forbes (CRD# 3055207) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has over 17 years of experience in the finance industry. Daniel Forbes 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.
Dennis Forest (CRD# 1519949) is an Investment Advisor Representative working at Primerica Advisors in Westport, MA and has over 37 years of experience in the finance industry.
Thomas Forsythe (CRD# 4578822) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has 1 year of experience in the finance industry.
Robert Fradette (CRD# 1814975) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 32 years of experience in the finance industry. Robert Fradette 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.
Christopher Fraine (CRD# 5142575) is an Investment Advisor Representative working at Santander Securities in Westport, MA and has over 17 years of experience in the finance industry.
Cathy Frausini (CRD# 2199721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 32 years of experience in the finance industry.
Steven Frazier (CRD# 6018447) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 12 years of experience in the finance industry.
Brad Freitas (CRD# 5965780) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Warwick, RI and has over 12 years of experience in the finance industry.