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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...
Alexander Albert (CRD# 5674354) is an Investment Advisor Representative working at Lincoln Capital Corporation in East Greenwich, RI and has over 8 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.
Joshua Bublitz (CRD# 6198395) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 10 years of experience in the finance industry.
Christine Canapari (CRD# 4299313) is an Investment Advisor Representative working at Mariner Independent in East Greenwich, RI and has over 19 years of experience in the finance industry.
Ryan Corry (CRD# 6655343) is an Investment Advisor Representative working at Edward Jones in East Greenwich, RI and has over 7 years of experience in the finance industry.
Jed Defalco (CRD# 5231484) is an Investment Advisor Representative working at Vetta Investments in East Greenwich, RI and has over 17 years of experience in the finance industry.
William Dolan (CRD# 69554) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 39 years of experience in the finance industry.
Daniel Forbes (CRD# 3055207) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has over 17 years of experience in the finance industry. Daniel Forbes 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.
Peter Gobis (CRD# 4768861) is an Investment Advisor Representative working at Edward Jones in East Greenwich, RI and has over 20 years of experience in the finance industry.