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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...
Joseph Matoney (CRD# 4441940) is an Investment Advisor Representative working at Avantax Advisory Services in Wakefield, RI and has over 22 years of experience in the finance industry.
Joseph Matoney (CRD# 4865055) is an Investment Advisor Representative working at Avantax Advisory Services in Wakefield, RI and has over 19 years of experience in the finance industry.
Dennis McGuire (CRD# 4336544) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 23 years of experience in the finance industry.
Dennis McGuire (CRD# 328137) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 32 years of experience in the finance industry.
Sean McGuire (CRD# 5636671) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 15 years of experience in the finance industry.
Laurence McHugh (CRD# 2427447) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 30 years of experience in the finance industry.
Leslie Pierini (CRD# 6133392) is an Investment Advisor Representative working at Edward Jones in Wakefield, RI and has over 11 years of experience in the finance industry.
Mark Provost (CRD# 4516166) is an Investment Advisor Representative working at D & P Investment Advisors, Ltd. in Wakefield, RI and has over 24 years of experience in the finance industry.
Jason Rosenberg (CRD# 5773166) is an Investment Advisor Representative working at Santander Securities in Wakefield, RI and has over 14 years of experience in the finance industry.
Spencer Seitz (CRD# 5498280) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 15 years of experience in the finance industry.