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Distance Only East Greenwich, 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
Michael Graziano (CRD# 2832001) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 26 years of experience in the finance industry.
Reid Hansen (CRD# 2890434) is an Investment Advisor Representative working at Lpl Financial LLC in East Greenwich, RI and has over 26 years of experience in the finance industry.
James Joly (CRD# 2193463) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Greenwich, RI and has over 32 years of experience in the finance industry.
Daniel Legault (CRD# 4363437) is an Investment Advisor Representative working at Mariner Independent in East Greenwich, RI and has over 23 years of experience in the finance industry. Daniel Legault 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.
Anthony Lizzi (CRD# 5089929) is an Investment Advisor Representative working at Edward Jones in East Greenwich, RI and has over 18 years of experience in the finance industry.
Megan Logee (CRD# 6200354) is an Investment Advisor Representative working at Mariner Independent in East Greenwich, RI and has over 10 years of experience in the finance industry.
Mary Lundstrom (CRD# 4496912) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in East Greenwich, RI and has over 22 years of experience in the finance industry. Mary Lundstrom 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 Manning (CRD# 4106988) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Greenwich, RI and has over 24 years of experience in the finance industry.
William Mc Gowan (CRD# 2497127) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Greenwich, RI and has over 29 years of experience in the finance industry.
Jane McAuliffe (CRD# 3031341) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Greenwich, RI and has over 26 years of experience in the finance industry.