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Distance Only Amesbury, MA
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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
Charlene Dolan (CRD# 2905028) is an Investment Advisor Representative working at Commonwealth Financial Network in Amesbury, MA and has over 25 years of experience in the finance industry. Charlene Dolan 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 Doyle (CRD# 6406326) is an Investment Advisor Representative working at Edward Jones in Amesbury, MA and has over 9 years of experience in the finance industry.
Paul Elkind (CRD# 3157954) is an Investment Advisor Representative working at On Investment Management Co in Amesbury, MA and has over 24 years of experience in the finance industry.
Carl Hanson (CRD# 2673936) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amesbury, MA and has over 28 years of experience in the finance industry.
Danielle Holmes (CRD# 2467808) is an Investment Advisor Representative working at Commonwealth Financial Network in Amesbury, MA and has over 12 years of experience in the finance industry.
Vera Kelsey-Watts (CRD# 6276017) is an Investment Advisor Representative working at Saltbox Financial LLC in Amesbury, MA and has over 10 years of experience in the finance industry. Vera Kelsey-Watts 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.
John Macdonald (CRD# 5610340) is an Investment Advisor Representative working at Commonwealth Financial Network in Amesbury, MA and has over 8 years of experience in the finance industry.
Robert Salzer (CRD# 2946800) is an Investment Advisor Representative working at Nav Wealth Management LLC in Amesbury, MA and has over 26 years of experience in the finance industry.
Todd Schell (CRD# 2474436) is an Investment Advisor Representative working at Edward Jones in Amesbury, MA and has over 30 years of experience in the finance industry.
Steven Stanganelli (CRD# 3217444) is an Investment Advisor Representative working at Clear View Wealth Advisors, LLC in Amesbury, MA and has over 16 years of experience in the finance industry. Steven Stanganelli 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 putclients' interests first and comply with the Financial Planning...