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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...
Curt Caserta (CRD# 2709324) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 28 years of experience in the finance industry.
Margaret Caster (CRD# 5721669) is an Investment Advisor Representative working at Caster And Company, Inc. in Warwick, RI and has over 15 years of experience in the finance industry.
James Celico (CRD# 1004055) is an Investment Advisor Representative working at Lpl Financial LLC in North Kingstown, RI and has over 40 years of experience in the finance industry.
Jason Cerniglia (CRD# 4390021) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mystic, CT and has over 22 years of experience in the finance industry. Jason Cerniglia 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.
John Chapel (CRD# 857747) is an Investment Advisor Representative working at Aurora Private Wealth, Inc. in Charlestown, RI and has over 39 years of experience in the finance industry.
Manly Church (CRD# 3082019) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 25 years of experience in the finance industry.
Christy Cihat (CRD# 3144811) is an Investment Advisor Representative working at Edward Jones in South Kingstown, RI and has over 21 years of experience in the finance industry.
Stephen Clair (CRD# 6206360) is an Investment Advisor Representative working at Hall Capital Management Company, Inc. in Barrington, RI and has over 10 years of experience in the finance industry.
Athol Cochrane (CRD# 1945108) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Middletown, RI and has over 32 years of experience in the finance industry.
Arthur Colello (CRD# 1557219) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warwick, RI and has over 32 years of experience in the finance industry.