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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
Kimberly Crespi (CRD# 1835950) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Providence, RI and has over 35 years of experience in the finance industry. Kimberly Crespi 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.
Patrick Crowley (CRD# 6380358) 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.
James Cruise (CRD# 5802645) is an Investment Advisor Representative working at Lpl Financial LLC in Providence, RI and has over 9 years of experience in the finance industry.
Mark Cruise (CRD# 1320723) is an Investment Advisor Representative working at Lpl Financial LLC in Providence, RI and has over 39 years of experience in the finance industry.
Elizabeth Cummins (CRD# 4813263) 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.
Thomas Curry (CRD# 2961532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 26 years of experience in the finance industry.
Michael Curtis (CRD# 1452785) is an Investment Advisor Representative working at Cornerstone Investment Services in Providence, RI and has over 38 years of experience in the finance industry.
Robert Cusack (CRD# 716107) is an Investment Advisor Representative working at Canton Hathaway LLC in Providence, RI and has over 43 years of experience in the finance industry.
Edythe De Marco (CRD# 1024939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 42 years of experience in the finance industry.
Jessica De Pina (CRD# 7040888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 5 years of experience in the finance industry.