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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
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.
Jeffrey Allison (CRD# 1382177) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Providence, RI and has over 38 years of experience in the finance industry.
Richard Allred (CRD# 5033206) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 16 years of experience in the finance industry. Richard Allred 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.
Kelly Almonte (CRD# 4796791) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 17 years of experience in the finance industry.
Peter Alofsin (CRD# 2274434) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 29 years of experience in the finance industry. Peter Alofsin 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.
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 23 years of experience in the finance industry.
Bryan Amandolare (CRD# 4013823) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 23 years of experience in the finance industry.
Derek Amey (CRD# 3063755) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 25 years of experience in the finance industry.
Nicholas Anastasi (CRD# 6548514) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 5 years of experience in the finance industry.
Christopher Anderson (CRD# 6492528) is an Investment Advisor Representative working at Christopher M. Anderson, Cpa in East Providence, RI and has over 8 years of experience in the finance industry.