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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
Michael Abbood (CRD# 5430557) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 16 years of experience in the finance industry.
Thomas Abbood (CRD# 6335780) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 9 years of experience in the finance industry.
James Celico (CRD# 1004055) is an Investment Advisor Representative working at Lpl Financial LLC in North Kingstown, RI and has over 40 years of experience in the finance industry.
Michael Dunn (CRD# 1028750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Kingstown, RI and has over 39 years of experience in the finance industry. Michael Dunn 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.
Kyle Hagan-Collins (CRD# 5741377) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 14 years of experience in the finance industry.
Gregory Kirwan (CRD# 5164057) is an Investment Advisor Representative working at All That Matters Financial Services LLP in North Kingstown, RI and has over 17 years of experience in the finance industry. Gregory Kirwan 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.
Joseph Kolb (CRD# 5557883) is an Investment Advisor Representative working at Wickford Wealth Management, LLC in North Kingstown, RI and has over 15 years of experience in the finance industry. Joseph Kolb 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.
Michael Lally (CRD# 2459422) is an Investment Advisor Representative working at Lally Wealth Management, LLC in North Kingstown, RI and has over 29 years of experience in the finance industry.
Brian Mocogni (CRD# 5257866) is an Investment Advisor Representative working at All That Matters Financial Services LLP in North Kingstown, RI and has over 16 years of experience in the finance industry.
Kevin Vieira (CRD# 3249335) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 24 years of experience in the finance industry.