-
Distance Only Cohasset, MA
-
COMPENSATION Either
-
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
Caitlin Appleton (CRD# 2291235) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 24 years of experience in the finance industry.
Jeffrey Carter (CRD# 6244474) is an Investment Advisor Representative working at Grand Coast Capital Group, LLC in Cohasset, MA and has over 11 years of experience in the finance industry.
Robert Dockendorff (CRD# 6555695) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Cohasset, MA and has over 8 years of experience in the finance industry. Robert Dockendorff 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.
Kathleen Griffin (CRD# 6472333) is an Investment Advisor Representative working at Facet in Cohasset, MA and has over 8 years of experience in the finance industry. Kathleen Griffin 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.
Patrick McGinty (CRD# 3082828) is an Investment Advisor Representative working at Pgim Investments LLC in Cohasset, MA and has over 25 years of experience in the finance industry.
Anthony Miller (CRD# 2593284) is an Investment Advisor Representative working at Pgim Investments LLC in Cohasset, MA and has over 28 years of experience in the finance industry.
Lowell Thomas (CRD# 1956210) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 27 years of experience in the finance industry.
Taylor Thomas (CRD# 2526806) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 29 years of experience in the finance industry.
Andrew Tseng (CRD# 5131403) is an Investment Advisor Representative working at Bramble Hill Capital Management, LLC in Cohasset, MA and has over 17 years of experience in the finance industry.
Michael Babcock (CRD# 2450869) is an Investment Advisor Representative working at Turret Investments, LLC in Cohasset, MA and has over 30 years of experience in the finance industry.