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Distance Only Warwick, 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
David Allaire (CRD# 1906408) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 35 years of experience in the finance industry.
Daniel Angelone (CRD# 4556930) is an Investment Advisor Representative working at Brookwood Investment Group in Warwick, RI and has over 21 years of experience in the finance industry.
Karen Bacon (CRD# 2410249) is an Investment Advisor Representative working at Diversified Resources, LLC in Warwick, RI and has over 22 years of experience in the finance industry. Karen Bacon 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.
Susan Beard (CRD# 2419098) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 29 years of experience in the finance industry.
Christopher Beaulieu (CRD# 2301051) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 31 years of experience in the finance industry.
Richard Beaulieu (CRD# 1397175) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 38 years of experience in the finance industry.
Mark Boccuzzi (CRD# 4339783) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 22 years of experience in the finance industry.
David Bogosian (CRD# 2551263) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 29 years of experience in the finance industry.
Thomas Bottone (CRD# 1645633) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 36 years of experience in the finance industry.
Mary Brimer (CRD# 4852991) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 19 years of experience in the finance industry.