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Distance Only Providence, RI
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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
Sean Giles (CRD# 2425743) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 18 years of experience in the finance industry.
Janet Goglia (CRD# 4391370) 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.
Peter Goglia (CRD# 1229052) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 40 years of experience in the finance industry.
Kenneth Goodreau (CRD# 2598273) is an Investment Advisor Representative working at Canton Hathaway LLC in Providence, RI and has over 29 years of experience in the finance industry.
Nathan Goodwin (CRD# 3146132) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 25 years of experience in the finance industry.
Megan Grandmaison (CRD# 7016974) is an Investment Advisor Representative working at Hightower Advisors, LLC in Providence, RI and has over 5 years of experience in the finance industry.
Benjamin Greene (CRD# 4457142) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Providence, RI and has over 17 years of experience in the finance industry. Benjamin Greene 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.
George Greer (CRD# 4117879) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 24 years of experience in the finance industry.
James Griffin (CRD# 1950626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 34 years of experience in the finance industry.
Glenn Grilli (CRD# 2198833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 32 years of experience in the finance industry.