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Distance Only Warwick, RI
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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
David Matarese (CRD# 4495468) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 21 years of experience in the finance industry. David Matarese 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 Materne (CRD# 2466749) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 30 years of experience in the finance industry.
Timothy Mc Graw (CRD# 4562533) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 21 years of experience in the finance industry.
Abigail McDonnell (CRD# 6288675) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Warwick, RI and has over 10 years of experience in the finance industry.
Frank McGoff (CRD# 865966) is an Investment Advisor Representative working at Arlen Capital, LLC in Warwick, RI and has over 25 years of experience in the finance industry.
John McMahon (CRD# 1152256) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Warwick, RI and has over 30 years of experience in the finance industry.
Joseph Medeiros (CRD# 2359646) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 30 years of experience in the finance industry. Joseph Medeiros 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.
Ryan Meyer (CRD# 4243054) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 10 years of experience in the finance industry. Ryan Meyer 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 Minuto (CRD# 6598277) is an Investment Advisor Representative working at Edward Jones in Warwick, RI and has over 8 years of experience in the finance industry.
David Nabb (CRD# 5174911) is an Investment Advisor Representative working at Arlen Capital, LLC in Warwick, RI and has over 17 years of experience in the finance industry.