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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
Heather Kendra (CRD# 4621202) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cranston, RI and has over 18 years of experience in the finance industry.
Steven Kuk (CRD# 4302398) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cranston, RI and has over 23 years of experience in the finance industry.
Anthony Landi (CRD# 2865410) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 26 years of experience in the finance industry.
Jose Lopes (CRD# 5478817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cranston, RI and has over 16 years of experience in the finance industry.
Eric Majewski (CRD# 3258878) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cranston, RI and has over 24 years of experience in the finance industry. Eric Majewski 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.
Richard Marinaro (CRD# 1210448) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cranston, RI and has over 40 years of experience in the finance industry. Richard Marinaro 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.
William Martin (CRD# 730943) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cranston, RI and has over 42 years of experience in the finance industry.
Kevin McGrady (CRD# 2186164) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 26 years of experience in the finance industry.
Barry Misbin (CRD# 1909938) is an Investment Advisor Representative working at The Capital Group in Cranston, RI and has over 35 years of experience in the finance industry.
Marco Moretti (CRD# 6173796) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 10 years of experience in the finance industry.