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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
Matthew Dufresne (CRD# 6717338) is an Investment Advisor Representative working at Global Retirement Partners LLC in Providence, RI and has over 6 years of experience in the finance industry.
Craig Dumas (CRD# 4373761) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 22 years of experience in the finance industry. Craig Dumas 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.
Brian Dunckley (CRD# 4953453) is an Investment Advisor Representative working at Plum Pointe Wealth Management, Ltd in Providence, RI and has over 18 years of experience in the finance industry. Brian Dunckley 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.
Brian Durkin (CRD# 2173007) 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.
William Dwyer (CRD# 3000846) is an Investment Advisor Representative working at Advice And Planning Services in Providence, RI and has over 26 years of experience in the finance industry.
Robin Dziuba (CRD# 1268152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 39 years of experience in the finance industry.
Stephen Eno (CRD# 201496) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 38 years of experience in the finance industry.
Christopher Erickson (CRD# 2435452) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 30 years of experience in the finance industry.
Michael Esposito (CRD# 2880013) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Providence, RI and has over 26 years of experience in the finance industry.
Katherine Farnham (CRD# 1940490) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 32 years of experience in the finance industry.