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Distance Metro area (25 miles)
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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
Michael Baalbaki (CRD# 6030144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 11 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.
Kirsten Bagaglia (CRD# 6544757) is an Investment Advisor Representative working at Commonwealth Financial Network in East Providence, RI and has over 7 years of experience in the finance industry.
Andrew Baker (CRD# 5306427) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 16 years of experience in the finance industry.
Luke Bakos (CRD# 6836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 6 years of experience in the finance industry.
James Ball (CRD# 1237625) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 39 years of experience in the finance industry.
Christopher Barone (CRD# 6198167) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwood, MA and has over 9 years of experience in the finance industry.
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Warwick, RI and has over 37 years of experience in the finance industry.
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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.
James Barrows (CRD# 6974741) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithfield, RI and has over 5 years of experience in the finance industry.