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Distance Only Johnston, 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
Joshua Davis (CRD# 2914610) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 26 years of experience in the finance industry. Joshua Davis 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.
Philip Desilus (CRD# 6649069) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 7 years of experience in the finance industry.
Mark Dextradeur (CRD# 4151826) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 24 years of experience in the finance industry.
Colleen Donahue (CRD# 2509714) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 28 years of experience in the finance industry.
Dallis Goodson (CRD# 6268045) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 9 years of experience in the finance industry. Dallis Goodson 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.
Adam Greene (CRD# 5690584) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 13 years of experience in the finance industry.
William Hangan (CRD# 6334028) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 9 years of experience in the finance industry. William Hangan 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.
Jeffrey Hanna (CRD# 4393497) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 8 years of experience in the finance industry. Jeffrey Hanna 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.
Leanda Hodgkin (CRD# 6661517) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 7 years of experience in the finance industry.
Brett Hosney (CRD# 5290925) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 15 years of experience in the finance industry.