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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 24 years of experience in the finance industry.
Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 24 years of experience in the finance industry.
Bryan Amandolare (CRD# 4013823) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 23 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.
Nicholas Anastasi (CRD# 6548514) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 5 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.
David Anderson (CRD# 5545499) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 11 years of experience in the finance industry.
Jennifer Anderson (CRD# 4695424) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 19 years of experience in the finance industry.
Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 24 years of experience in the finance industry.