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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
Zachary Albertson (CRD# 6514597) 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.
Eric Alcusky (CRD# 6644892) 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.
Thomas Angelina (CRD# 6444432) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 9 years of experience in the finance industry.
Raymond Arruda (CRD# 2580948) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lincoln, RI and has over 29 years of experience in the finance industry. Raymond Arruda 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.
Rosieva Ashong-Katai (CRD# 6859495) 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.
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.
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.
Alex Beauregard (CRD# 6542075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 8 years of experience in the finance industry.
Nathan Beauvais (CRD# 6405123) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 8 years of experience in the finance industry. Nathan Beauvais 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.
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.