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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
Brendan Flaherty (CRD# 4784992) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 19 years of experience in the finance industry. Brendan Flaherty 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.
Thomas Forsythe (CRD# 4578822) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has 1 year of experience in the finance industry.
Brad Freitas (CRD# 5965780) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Warwick, RI and has over 12 years of experience in the finance industry.
Aaron Gagnier (CRD# 4426756) is an Investment Advisor Representative working at Success Wealth Management LLC in Warwick, RI and has over 22 years of experience in the finance industry.
John Gautreaux (CRD# 4413242) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 22 years of experience in the finance industry.
Walter Geer (CRD# 1809961) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 36 years of experience in the finance industry.
Kim George (CRD# 3172289) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 23 years of experience in the finance industry. Kim George 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.
Todd George (CRD# 2438176) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 30 years of experience in the finance industry.
Peter Gervais (CRD# 6676465) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 7 years of experience in the finance industry. Peter Gervais 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.
David Gioffreda (CRD# 2321452) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 30 years of experience in the finance industry.