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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
Mark Karnes (CRD# 6107315) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Warwick, RI and has over 10 years of experience in the finance industry.
John Kashmanian (CRD# 6163778) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 7 years of experience in the finance industry.
Ronald Kashmanian (CRD# 1424641) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 38 years of experience in the finance industry.
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 37 years of experience in the finance industry. Ron has a BS in Aerospace Engineering, an MS in Environmental Engineering, and is an Accredited Asset Management Specialist (AAMS). As a financial analyst, Ron has written original equity and fixed income research for institutions both here and in Europe. His specialty lies in equity strategy, portfolio design, and investment management.
Spinnaker Asset Management specializes in portfolio design, equity and fixed...
Joseph Kettelle (CRD# 1636230) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 37 years of experience in the finance industry.
Marcin Krolikowski (CRD# 6672907) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 7 years of experience in the finance industry.
Joel Lamoureux (CRD# 4789090) is an Investment Advisor Representative working at Primerica Advisors in Warwick, RI and has over 19 years of experience in the finance industry.
Mark Lavallee (CRD# 1419202) is an Investment Advisor Representative working at Financial Independence, LLC in Warwick, RI and has over 38 years of experience in the finance industry. Mark Lavallee 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.
Eugene Leco (CRD# 3250840) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Warwick, RI and has over 24 years of experience in the finance industry.
James Martin (CRD# 3154784) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 25 years of experience in the finance industry.