-
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...
Daniel Carney (CRD# 841972) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in South Kingstown, RI and has over 42 years of experience in the finance industry.
Christy Cihat (CRD# 3144811) is an Investment Advisor Representative working at Edward Jones in South Kingstown, RI and has over 21 years of experience in the finance industry.
As a Financial Advisor with Edward Jones I enjoy the opportunity to serve individual investors on a one-to-one basis. I take a comprehensive approach by getting to know you, understanding your goals, and developing individualized strategies to help you reach them.
Donald Horne (CRD# 2822346) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Kingstown, RI and has over 27 years of experience in the finance industry. Donald Horne 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.
Wendy Johnson (CRD# 1727607) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in South Kingstown, RI and has over 26 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.
Stuart Peterson (CRD# 4271324) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in South Kingstown, RI and has over 23 years of experience in the finance industry.
Matthew Ricci (CRD# 5345234) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Kingstown, RI and has over 6 years of experience in the finance industry.
Wayne Ricci (CRD# 1243425) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Kingstown, RI and has over 39 years of experience in the finance industry.