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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 7 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 36 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 9 years of experience in the finance industry.
Alexander Albert (CRD# 5674354) is an Investment Advisor Representative working at Lincoln Capital Corporation in Providence, RI and has over 4 years of experience in the finance industry. Alexander Albert 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.
Ronald Albert (CRD# 827311) is an Investment Advisor Representative working at Lincoln Capital Corporation in Providence, RI and has over 30 years of experience in the finance industry. Ronald Albert 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.
Erin Alves (CRD# 6067639) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Providence, RI and has over 8 years of experience in the finance industry.
Derek Amey (CRD# 3063755) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 22 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 19 years of experience in the finance industry.
Richard Anzelone (CRD# 4252619) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 20 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 12 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.