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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
Gregory Agnone (CRD# 2721484) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chepachet, RI and has over 27 years of experience in the finance industry.
Alexander Albert (CRD# 5674354) is an Investment Advisor Representative working at Lincoln Capital Corporation in East Greenwich, RI and has over 7 years of experience in the finance industry. Alexander Albert 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.
Zachary Albertson (CRD# 6514597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 6 years of experience in the finance industry.
Eric Alcusky (CRD# 6644892) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 7 years of experience in the finance industry.
John Alessandro (CRD# 2379174) is an Investment Advisor Representative working at Lpl Financial LLC in Barrington, RI and has over 30 years of experience in the finance industry.
David Allaire (CRD# 1906408) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 35 years of experience in the finance industry.
Jeffrey Allison (CRD# 1382177) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Providence, RI and has over 38 years of experience in the finance industry.
Kelly Almonte (CRD# 4796791) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 17 years of experience in the finance industry.
Peter Alofsin (CRD# 2274434) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 29 years of experience in the finance industry. Peter Alofsin 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.
Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 32 years of experience in the finance industry. Kathy Alves 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.