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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...
Thomas Manning (CRD# 4106988) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Greenwich, RI and has over 24 years of experience in the finance industry.
Joseph Mariani (CRD# 4270378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 23 years of experience in the finance industry.
Melissa Marr (CRD# 4778029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 17 years of experience in the finance industry.
Joseph Marshall (CRD# 1023070) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 41 years of experience in the finance industry.
James Martin (CRD# 3154784) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 25 years of experience in the finance industry.
Leonard Martin (CRD# 1102484) is an Investment Advisor Representative working at Leonard Martin & Associates, Inc. in Warwick, RI and has over 16 years of experience in the finance industry.
Steven Martin (CRD# 1280184) is an Investment Advisor Representative working at Lpl Financial LLC in Fall River, MA and has over 40 years of experience in the finance industry.
Mark Martone (CRD# 6484288) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 9 years of experience in the finance industry.
Donald Masseur (CRD# 2564592) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 29 years of experience in the finance industry.
Jeffrey Massey (CRD# 2395900) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Warwick, RI and has over 30 years of experience in the finance industry. Jeffrey Massey 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.