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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
Steven Beauvais (CRD# 706078) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 43 years of experience in the finance industry.
Alexander Beeber (CRD# 5652000) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 14 years of experience in the finance industry.
Roger Begin (CRD# 2477450) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has over 28 years of experience in the finance industry. Roger Begin 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.
Frederick Bellows (CRD# 3008990) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cranston, RI and has over 25 years of experience in the finance industry.
Douglas Bennet (CRD# 1128529) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 40 years of experience in the finance industry. Douglas Bennet 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.
Margery Bennett (CRD# 4354685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 22 years of experience in the finance industry.
Christopher Benoit (CRD# 7058010) is an Investment Advisor Representative working at Cb Capital LLC in North Smithfield, RI and has over 5 years of experience in the finance industry. Christopher Benoit 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.
Bram Berkowitz (CRD# 6549811) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 7 years of experience in the finance industry.
John Bernier (CRD# 1142327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstock, CT and has over 31 years of experience in the finance industry. John Bernier 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.
Nils Bierkamp (CRD# 6581893) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has over 3 years of experience in the finance industry.