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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...
Matthew Landon (CRD# 2557496) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 29 years of experience in the finance industry.
Maura Laudone (CRD# 2458461) is an Investment Advisor Representative working at Mml Investors Services, LLC in Westerly, RI and has over 30 years of experience in the finance industry.
Jeffrey Liguori (CRD# 2664381) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 25 years of experience in the finance industry.
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.