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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
Sean McGuirk (CRD# 6580971) is an Investment Advisor Representative working at Lincoln Capital Corporation in East Greenwich, RI and has 1 year of experience in the finance industry.
Brittany Moran (CRD# 4987748) is an Investment Advisor Representative working at Lincoln Capital Corporation in East Greenwich, RI and has over 17 years of experience in the finance industry. Brittany Moran 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.
Ronald Newton (CRD# 1276178) is an Investment Advisor Representative working at Edelman Financial Engines in East Greenwich, RI and has over 39 years of experience in the finance industry. Ronald Newton 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 Paradis (CRD# 4978915) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 18 years of experience in the finance industry.
Alex Smith (CRD# 6400213) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in East Greenwich, RI and has over 9 years of experience in the finance industry.
Terence Tinkham (CRD# 1733863) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Greenwich, RI and has over 23 years of experience in the finance industry.
Nathan Weiss (CRD# 5300039) is an Investment Advisor Representative working at Weiss, Harrington And Associates LLC in East Greenwich, RI and has over 17 years of experience in the finance industry.
Erik Wilcox (CRD# 5635840) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 15 years of experience in the finance industry.
Paul Zinno (CRD# 4796800) is an Investment Advisor Representative working at J.p. Diversified Asset Management LLC in East Greenwich, RI and has over 19 years of experience in the finance industry.
Yul Lee (CRD# 2895538) is an Investment Advisor Representative working at Retirement Income Security LLC in East Greenwich, RI and has over 24 years of experience in the finance industry.