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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
Joshua Davis (CRD# 2914610) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 26 years of experience in the finance industry. Joshua Davis 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.
Jed Defalco (CRD# 5231484) is an Investment Advisor Representative working at Vetta Investments in East Greenwich, RI and has over 17 years of experience in the finance industry.
Louis Delorenzo (CRD# 4475177) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 22 years of experience in the finance industry.
Philip Desilus (CRD# 6649069) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 7 years of experience in the finance industry.
Shawn Devaney (CRD# 4746039) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Whitinsville, MA and has over 19 years of experience in the finance industry.
Mark Dextradeur (CRD# 4151826) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 23 years of experience in the finance industry.
James Diamond (CRD# 1319295) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 37 years of experience in the finance industry.
Edward Dias (CRD# 2333279) is an Investment Advisor Representative working at Dias, Edward J. in Putnam, CT and has over 30 years of experience in the finance industry.
William Dolan (CRD# 69554) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 39 years of experience in the finance industry.
Colleen Donahue (CRD# 2509714) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 28 years of experience in the finance industry.