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Distance Only Wakefield, 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
Joseph Matoney (CRD# 4865055) is an Investment Advisor Representative working at Avantax Advisory Services in Wakefield, RI and has over 19 years of experience in the finance industry.
Dennis McGuire (CRD# 4336544) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 23 years of experience in the finance industry.
Dennis McGuire (CRD# 328137) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 32 years of experience in the finance industry.
Sean McGuire (CRD# 5636671) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 15 years of experience in the finance industry.
Laurence McHugh (CRD# 2427447) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 30 years of experience in the finance industry.
Ryan Meyer (CRD# 4243054) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wakefield, RI and has over 10 years of experience in the finance industry. Ryan Meyer 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.
Leslie Pierini (CRD# 6133392) is an Investment Advisor Representative working at Edward Jones in Wakefield, RI and has over 11 years of experience in the finance industry.
Mark Provost (CRD# 4516166) is an Investment Advisor Representative working at D & P Investment Advisors, Ltd. in Wakefield, RI and has over 24 years of experience in the finance industry.
Spencer Seitz (CRD# 5498280) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 16 years of experience in the finance industry.
Samantha Seitz-Elsing (CRD# 6419638) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 7 years of experience in the finance industry.