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Distance Only Westerly, RI
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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
Daniel Makin (CRD# 4367894) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 23 years of experience in the finance industry. Daniel Makin 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.
Eric Milhoua (CRD# 5280369) is an Investment Advisor Representative working at Edward Jones in Westerly, RI and has over 14 years of experience in the finance industry.
Philip Overton (CRD# 1228445) is an Investment Advisor Representative working at Prudential Financial Planning Services in Westerly, RI and has over 31 years of experience in the finance industry.
Maureen Poplaski (CRD# 5708657) is an Investment Advisor Representative working at Lighthouse Financial Management, LLC in Westerly, RI and has over 14 years of experience in the finance industry. Maureen Poplaski 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.
Stephen Poplaski (CRD# 4696023) is an Investment Advisor Representative working at Lighthouse Financial Management, LLC in Westerly, RI and has 1 year of experience in the finance industry. Stephen Poplaski 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.
Peter Robinson (CRD# 6153017) is an Investment Advisor Representative working at First Financial Advisory Services Inc. in Westerly, RI and has over 10 years of experience in the finance industry.
Andrea Spieth (CRD# 2613008) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 26 years of experience in the finance industry.
Aaron Wade (CRD# 6022436) is an Investment Advisor Representative working at Lighthouse Financial Management, LLC in Westerly, RI and has over 11 years of experience in the finance industry. Aaron Wade 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.
Christopher Wallace (CRD# 2396712) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 21 years of experience in the finance industry.
Peter Wallace (CRD# 2320579) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 28 years of experience in the finance industry.