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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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Daniel Beaudette (CRD# 5514020) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, RI and has over 15 years of experience in the finance industry.
Christopher Beaulieu (CRD# 2301051) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 30 years of experience in the finance industry.
Richard Beaulieu (CRD# 1397175) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 38 years of experience in the finance industry.
Bryan Becotte (CRD# 3140840) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Providence, RI and has over 25 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.
Robert Beese (CRD# 4301851) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Portsmouth, RI and has over 23 years of experience in the finance industry.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael 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.
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.