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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
Michael Baalbaki (CRD# 6030144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 11 years of experience in the finance industry.
Karen Bacon (CRD# 2410249) is an Investment Advisor Representative working at Diversified Resources, LLC in Warwick, RI and has over 22 years of experience in the finance industry. Karen Bacon 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.
Luke Bakos (CRD# 6836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 6 years of experience in the finance industry.
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Warwick, RI and has over 37 years of experience in the finance industry.
James Barrows (CRD# 6974741) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithfield, RI and has over 5 years of experience in the finance industry.
Alexander Bartholomew (CRD# 5730658) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 13 years of experience in the finance industry.
Thomas Bartholomew (CRD# 704349) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 37 years of experience in the finance industry.
Maria Batastini Dell'ovo (CRD# 2546042) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cranston, RI and has over 29 years of experience in the finance industry.
Zankhana Bateman (CRD# 2968491) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 23 years of experience in the finance industry.
William Baugh (CRD# 2177490) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 32 years of experience in the finance industry.