-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
David Matarese (CRD# 4495468) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 21 years of experience in the finance industry. David Matarese 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.
David Materne (CRD# 2466749) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 30 years of experience in the finance industry.
Michael Mathews (CRD# 4982695) is an Investment Advisor Representative working at Citizens Securities, Inc. in Coventry, RI and has over 18 years of experience in the finance industry.
Joseph Matoney (CRD# 4865055) is an Investment Advisor Representative working at Avantax Advisory Services in Wakefield, RI and has over 19 years of experience in the finance industry.
Joseph Matoney (CRD# 4441940) is an Investment Advisor Representative working at Avantax Advisory Services in Wakefield, RI and has over 22 years of experience in the finance industry.
Timothy Mc Graw (CRD# 4562533) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 21 years of experience in the finance industry.
Jane McAuliffe (CRD# 3031341) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Greenwich, RI and has over 26 years of experience in the finance industry.
Thomas McBride (CRD# 2635265) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 28 years of experience in the finance industry.
Abigail McDonnell (CRD# 6288675) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Warwick, RI and has over 10 years of experience in the finance industry.
Frank McGoff (CRD# 865966) is an Investment Advisor Representative working at Arlen Capital, LLC in Warwick, RI and has over 25 years of experience in the finance industry.