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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
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...
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Edward Gencarelli (CRD# 7836886) is an Investment Advisor Representative working at Washington Trust Advisors in Westerly, RI and has 1 year of experience in the finance industry.
James Maynard (CRD# 6916072) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 5 years of experience in the finance industry.
Michael Moses (CRD# 2190810) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 32 years of experience in the finance industry.
Kathleen Walsh (CRD# 7138946) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westerly, RI and has over 4 years of experience in the finance industry.
Michael Abbood (CRD# 5430557) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 16 years of experience in the finance industry.
Thomas Abbood (CRD# 6335780) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 9 years of experience in the finance industry.