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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...
Samantha Seitz-Elsing (CRD# 6419638) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 6 years of experience in the finance industry.
Jason Silva (CRD# 6096421) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wakefield, RI and has over 11 years of experience in the finance industry.
Ryan Vaughn (CRD# 6141024) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 11 years of experience in the finance industry.
Brian Blackerby (CRD# 6160422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 11 years of experience in the finance industry. Brian Blackerby 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.
Alexandra Geremia (CRD# 7622747) is an Investment Advisor Representative working at Invest Track Financial, LLC in Wakefield, RI and has 1 year of experience in the finance industry. Alexandra Geremia 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.
Timothy Geremia (CRD# 7622744) is an Investment Advisor Representative working at Invest Track Financial, LLC in Wakefield, RI and has 1 year of experience in the finance industry. Timothy Geremia 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.
Blake Lane (CRD# 7476497) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wakefield, RI and has 1 year of experience in the finance industry.
Camden Meystre (CRD# 7100144) is an Investment Advisor Representative working at Avantax Advisory Services in Wakefield, RI and has over 4 years of experience in the finance industry.
Brian Murphy (CRD# 7288994) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 5 years of experience in the finance industry.
Matthew Turco (CRD# 4627075) is an Investment Advisor Representative working at Eagle Strategies LLC in Wakefield, RI and has over 20 years of experience in the finance industry.