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Distance Only Pawtucket, 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
Gabriel Defeo (CRD# 3005662) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pawtucket, RI and has over 26 years of experience in the finance industry.
Shaun Jones (CRD# 4376850) is an Investment Advisor Representative working at Jones Fiduciary Wealth Management LLC in Pawtucket, RI and has over 22 years of experience in the finance industry. Shaun Jones 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.
Chontel Perez (CRD# 6002651) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pawtucket, RI and has over 11 years of experience in the finance industry.
Jason Platt (CRD# 5706076) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pawtucket, RI and has over 14 years of experience in the finance industry. Jason Platt 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.
Paul Rankowitz (CRD# 2288945) is an Investment Advisor Representative working at Lpl Financial LLC in Pawtucket, RI and has over 23 years of experience in the finance industry.
David Reville (CRD# 5745367) is an Investment Advisor Representative working at Grand Street Investors in Pawtucket, RI and has over 14 years of experience in the finance industry.
Barbara Rich (CRD# 723272) is an Investment Advisor Representative working at Commonwealth Financial Network in Pawtucket, RI and has over 43 years of experience in the finance industry.
Paul Teixeira (CRD# 2466408) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Pawtucket, RI and has over 30 years of experience in the finance industry.
Kenneth Carlson (CRD# 4212489) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pawtucket, RI and has 1 year of experience in the finance industry.