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Warwick, RI 02886
401-824-2530
About PathView Wealth
Your financial goals are unique, and I can help you achieve them. Together, we'll document your goals, track your progress and adjust to whatever life brings - both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.
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General Information
Firm Start Year
1999
CRD#
4137212
Firm CRD#
4137212
Name of Broker/Dealer
Ameriprise Financial
Years of Experience in Financial Services
24
Number of Years with Current Firm
24
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Planning, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Services
Investment Types
Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Home, Your Office, Email, Phone
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CRPC®, ChFC®, CLU®
Securities Licenses
Series 66, Series 65, Series 24, Series 7
Insurance and Annuity Licenses
Annuity, Accident, Health, Disability, Life, Variable Annuity, Long Term Care, Variable Life
Firm Information
Assets Managed by Firm
$600,000,000
Total Assets Under Management by Advisor
$600,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Hourly, Based on Assets, Flat Fee