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Distance Only Greenville, 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
Paolo Catucci (CRD# 6993131) is an Investment Advisor Representative working at Edward Jones in Greenville, RI and has over 5 years of experience in the finance industry.
James Diamond (CRD# 1319295) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 37 years of experience in the finance industry.
Nicholas Loring (CRD# 5974514) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 12 years of experience in the finance industry. Nicholas Loring 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.
Ricardo Molina (CRD# 4851909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenville, RI and has over 18 years of experience in the finance industry.
Joseph Pelosi (CRD# 1553560) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Greenville, RI and has over 37 years of experience in the finance industry.
Michael Primiani (CRD# 6772989) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 5 years of experience in the finance industry. Michael Primiani 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.
Crystal Wild (CRD# 5841734) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 12 years of experience in the finance industry. Crystal Wild 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.
Richard Zelano (CRD# 5603820) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 15 years of experience in the finance industry.
Carson Leydecker (CRD# 7712009) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has 1 year of experience in the finance industry.
Jamie Wilson (CRD# 6673773) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 7 years of experience in the finance industry. Jamie Wilson 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.