-
Distance Only Warwick, RI
-
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
Sean Travis (CRD# 2756641) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warwick, RI and has over 27 years of experience in the finance industry.
Kristen Verdeaux (CRD# 1266122) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 39 years of experience in the finance industry.
Stephen Volpe (CRD# 1761643) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Warwick, RI and has over 30 years of experience in the finance industry.
George Warburg (CRD# 6715402) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Warwick, RI and has over 5 years of experience in the finance industry. George Warburg 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.
Steven Zaroogian (CRD# 4578905) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 24 years of experience in the finance industry.
Ian Anderson (CRD# 5681866) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 14 years of experience in the finance industry.
Max Bertman (CRD# 7309993) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Warwick, RI and has over 2 years of experience in the finance industry.
David Bolton (CRD# 6873673) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warwick, RI and has over 6 years of experience in the finance industry.
Michael Bontempo (CRD# 7649342) is an Investment Advisor Representative working at Equitable Advisors, LLC in Warwick, RI and has 1 year of experience in the finance industry.
Matthew Bouthillette (CRD# 7267504) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warwick, RI and has over 3 years of experience in the finance industry. Matthew Bouthillette 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.