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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
Lauren Brennan (CRD# 6192111) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 9 years of experience in the finance industry.
Patricia Brennan (CRD# 4667716) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 20 years of experience in the finance industry.
David Bridgwood (CRD# 4055841) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Middleboro, MA and has over 24 years of experience in the finance industry.
Harold Briggs (CRD# 4404074) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Lincoln, RI and has over 22 years of experience in the finance industry. Harold Briggs 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.
Dylan Broady (CRD# 6942390) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 5 years of experience in the finance industry.
Edmund Broomhead (CRD# 1712713) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 36 years of experience in the finance industry.
John Brosnan (CRD# 4352755) is an Investment Advisor Representative working at Global Retirement Partners LLC in Providence, RI and has over 22 years of experience in the finance industry.
Grant Brown (CRD# 6970382) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warwick, RI and has over 5 years of experience in the finance industry. Grant Brown 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.
Jeffrey Brown (CRD# 1007517) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warwick, RI and has over 41 years of experience in the finance industry.
Jeffrey Brown (CRD# 1789323) is an Investment Advisor Representative working at Brown Advisory Group, LLC in East Providence, RI and has over 35 years of experience in the finance industry. Jeffrey Brown 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.