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Distance Only Smithfield, 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
Daniel Helton (CRD# 6195562) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 10 years of experience in the finance industry.
Dana Holmes (CRD# 2842822) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has over 27 years of experience in the finance industry.
Matthew Lee (CRD# 6592385) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 8 years of experience in the finance industry.
Stephanie Pacheco (CRD# 5921377) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 12 years of experience in the finance industry.
Alan Testa (CRD# 4850901) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithfield, RI and has over 17 years of experience in the finance industry.
Kevin Worthley (CRD# 4089865) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 24 years of experience in the finance industry. Kevin Worthley 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.
Gregory Zimmerman (CRD# 5153519) is an Investment Advisor Representative working at Lpl Financial LLC in Smithfield, RI and has over 17 years of experience in the finance industry.
Maxwell Alarie (CRD# 7587996) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
Manuela Arango Coty (CRD# 7767483) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has 1 year of experience in the finance industry.
Jean-michel Arcand (CRD# 7349455) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.