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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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Cynthia Dean (CRD# 3103448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 25 years of experience in the finance industry.
Jed Defalco (CRD# 5231484) is an Investment Advisor Representative working at Vetta Investments in East Greenwich, RI and has over 17 years of experience in the finance industry.
Steven Degraff (CRD# 4649473) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Groton, CT and has over 21 years of experience in the finance industry.
Dave Delfino (CRD# 5785723) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 13 years of experience in the finance industry. Dave Delfino 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.
Alexandre Demetrio (CRD# 4476377) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 22 years of experience in the finance industry.
Joseph Dente (CRD# 6673655) is an Investment Advisor Representative working at Q3 Asset Management Corporation in Tampa, FL and has over 7 years of experience in the finance industry.
Gina Devecchis (CRD# 5393494) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 16 years of experience in the finance industry.
Wayne Devoe (CRD# 1987362) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 34 years of experience in the finance industry.
Anestis Diakopoulos (CRD# 2962908) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warwick, RI and has over 26 years of experience in the finance industry.
David Dicenso (CRD# 1636085) is an Investment Advisor Representative working at Green Street Wealth Advisory, LLC in North Kingston, RI and has over 37 years of experience in the finance industry.