-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lauren Cunningham (CRD# 5174038) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 15 years of experience in the finance industry.
Patricia Curran (CRD# 2101515) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cranston, RI and has over 31 years of experience in the finance industry.
Robert D'amico (CRD# 3150660) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 25 years of experience in the finance industry. Robert D'amico 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.
Christopher Dandeneau (CRD# 5770518) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warwick, RI and has over 14 years of experience in the finance industry.
Peter Darsch (CRD# 2583212) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 29 years of experience in the finance industry.
Donald David (CRD# 2766144) is an Investment Advisor Representative working at Mks Investment Management, Inc. in Colchester, CT and has over 27 years of experience in the finance industry.
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.
Thomas De Nicola (CRD# 3024395) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 26 years of experience in the finance industry.
Cynthia Dean (CRD# 3103448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 25 years of experience in the finance industry.
Kevin Deangelis (CRD# 2423942) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cranston, RI and has over 30 years of experience in the finance industry.