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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...
Michael Perreault (CRD# 6692618) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.
Mark Piccerelli (CRD# 2201802) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 32 years of experience in the finance industry.
Bernard Poirier (CRD# 4844757) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 20 years of experience in the finance industry.
Edward Quinn (CRD# 4377070) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Warwick, RI and has over 22 years of experience in the finance industry.
Rebecca Records (CRD# 4751183) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 17 years of experience in the finance industry.
Brian Sardelli (CRD# 4647010) is an Investment Advisor Representative working at Lpl Financial LLC in West Warwick, RI and has over 20 years of experience in the finance industry.
Christopher Scelsa (CRD# 5473558) is an Investment Advisor Representative working at Lpl Financial LLC in West Warwick, RI and has over 6 years of experience in the finance industry.
Gary Siperstein (CRD# 1121526) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in West Warwick, RI and has over 40 years of experience in the finance industry.
Jason Siperstein (CRD# 5722409) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in West Warwick, RI and has over 14 years of experience in the finance industry. Jason Siperstein 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.
James Speights (CRD# 1362050) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 36 years of experience in the finance industry.