-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Matthew Capone (CRD# 1017593) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Warwick, RI and has over 42 years of experience in the finance industry.
Molly Cardoso (CRD# 5523513) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 12 years of experience in the finance industry.
Daniel Carney (CRD# 841972) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in South Kingstown, RI and has over 42 years of experience in the finance industry.
James Carney (CRD# 2142634) is an Investment Advisor Representative working at Commonwealth Financial Network in Groton, CT and has over 28 years of experience in the finance industry.
Curt Caserta (CRD# 2709324) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 28 years of experience in the finance industry.
Paul Catalano (CRD# 4632955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Colchester, CT and has over 20 years of experience in the finance industry.
James Celico (CRD# 1004055) is an Investment Advisor Representative working at Lpl Financial LLC in North Kingstown, RI and has over 40 years of experience in the finance industry.
Jason Cerniglia (CRD# 4390021) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mystic, CT and has over 22 years of experience in the finance industry. Jason Cerniglia 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.
James A Chambers Ii (CRD# 2373979) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 29 years of experience in the finance industry.
John Chapel (CRD# 857747) is an Investment Advisor Representative working at Aurora Private Wealth, Inc. in Charlestown, RI and has over 39 years of experience in the finance industry.