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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
Peter Alofsin (CRD# 2274434) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 29 years of experience in the finance industry. Peter Alofsin 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.
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 23 years of experience in the finance industry.
Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 32 years of experience in the finance industry. Kathy Alves 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.
David Ames (CRD# 2500139) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 29 years of experience in the finance industry.
Derek Amey (CRD# 3063755) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 25 years of experience in the finance industry.
Christopher Anderson (CRD# 6492528) is an Investment Advisor Representative working at Christopher M. Anderson, Cpa in East Providence, RI and has over 8 years of experience in the finance industry.
Joseph Anderson (CRD# 6353257) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Kathleen Anderson (CRD# 1915639) is an Investment Advisor Representative working at Sage Wealth Advisors LLC in Marion, MA and has over 31 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 22 years of experience in the finance industry.
Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Edelman Financial Engines in Foxboro, MA and has over 34 years of experience in the finance industry. Robert Andreola 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.