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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
Victor Melfa (CRD# 3134955) is an Investment Advisor Representative working at Factor Investing Group in Newport, RI and has over 25 years of experience in the finance industry.
William Nolan (CRD# 6158327) is an Investment Advisor Representative working at First Command Advisory Services in Newport, RI and has over 10 years of experience in the finance industry. William Nolan 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.
Michael Obuchowski (CRD# 4705300) is an Investment Advisor Representative working at Merlin Asset Management in Newport, RI and has over 14 years of experience in the finance industry.
Randal Poirier (CRD# 3030356) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 25 years of experience in the finance industry.
Elizabeth Reilly (CRD# 2714362) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Newport, RI and has over 27 years of experience in the finance industry.
Edward Smith (CRD# 2878281) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has over 26 years of experience in the finance industry.
Christopher Stack (CRD# 3109402) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has over 25 years of experience in the finance industry.
Richard Young (CRD# 475131) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has 1 year of experience in the finance industry.
Charlotte Anderson (CRD# 7462028) is an Investment Advisor Representative working at Morgan Stanley in Newport, RI and has 1 year of experience in the finance industry.
Robert Brier (CRD# 4323009) is an Investment Advisor Representative working at Morgan Stanley in Newport, RI and has over 22 years of experience in the finance industry.