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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...
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Michael Obuchowski (CRD# 4705300) is an Investment Advisor Representative working at Merlin Asset Management in Newport, RI and has over 14 years of experience in the finance industry.
Michael Oflaherty (CRD# 2199447) is an Investment Advisor Representative working at Lpl Financial LLC in South Kingstown, RI and has over 32 years of experience in the finance industry.
Carlos Oliveira (CRD# 2986003) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fall River, MA and has over 26 years of experience in the finance industry.
James Osullivan (CRD# 354113) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 37 years of experience in the finance industry.
Philip Overton (CRD# 1228445) is an Investment Advisor Representative working at Prudential Financial Planning Services in Westerly, RI and has over 31 years of experience in the finance industry.
Seth Panucci (CRD# 6126775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 10 years of experience in the finance industry.
Michael Paolino (CRD# 2628679) is an Investment Advisor Representative working at Edward Jones in South Kingstown, RI and has over 18 years of experience in the finance industry.
Sotirios Pappas (CRD# 3203303) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 24 years of experience in the finance industry.
Eric Paradis (CRD# 2850731) is an Investment Advisor Representative working at Capital Analysts in Dartmouth, MA and has over 27 years of experience in the finance industry.