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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
Christopher Abbate (CRD# 6230536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 9 years of experience in the finance industry.
Joseph Abbate (CRD# 836683) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 38 years of experience in the finance industry.
Lorne Adrain (CRD# 2797520) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Providence, RI and has over 11 years of experience in the finance industry.
Derek Amey (CRD# 3063755) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 24 years of experience in the finance industry.
Jenny Andersson (CRD# 4412840) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 21 years of experience in the finance industry.
Richard Anzelone (CRD# 4252619) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 22 years of experience in the finance industry.
Peri Aptaker (CRD# 4643741) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 14 years of experience in the finance industry. Peri Aptaker 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.
Jason Archambault (CRD# 4377711) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has 1 year of experience in the finance industry. Jason Archambault 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.
Guy Asadorian (CRD# 1540044) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 36 years of experience in the finance industry.
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Providence, RI and has over 36 years of experience in the finance industry.