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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
Patrick Diamond (CRD# 6533658) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 3 years of experience in the finance industry. Patrick Diamond 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.
Manlio Dirocco (CRD# 7454742) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
Holland Doshier (CRD# 7648003) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
Michael Driscoll (CRD# 7655673) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
Jake Drohen (CRD# 7624933) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
Kristen Drost (CRD# 7598047) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
Tyler Duquette (CRD# 7716385) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
Jose Estrada (CRD# 7670090) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
Nicholas Faria (CRD# 7432197) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
Joshua Favret (CRD# 7586359) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.