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Distance Only Holyoke, 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
Daniel Kates (CRD# 5790371) is an Investment Advisor Representative working at United Capital Financial Advisors in Holyoke, MA and has over 13 years of experience in the finance industry.
Jean Kelley (CRD# 2270837) is an Investment Advisor Representative working at Commonwealth Financial Network in Holyoke, MA and has over 24 years of experience in the finance industry.
Robert Mackey (CRD# 1217436) is an Investment Advisor Representative working at Lpl Financial LLC in Holyoke, MA and has over 40 years of experience in the finance industry.
John McAndrew (CRD# 1428177) is an Investment Advisor Representative working at Edward Jones in Holyoke, MA and has over 16 years of experience in the finance industry.
Michael Orszulak (CRD# 6698591) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holyoke, MA and has over 7 years of experience in the finance industry.
Justin Osowiecki (CRD# 4240467) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Holyoke, MA and has over 23 years of experience in the finance industry. Justin Osowiecki 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.
Anne Scott (CRD# 6436360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Holyoke, MA and has over 7 years of experience in the finance industry.
Gregory Sheehan (CRD# 4159020) is an Investment Advisor Representative working at Commonwealth Financial Network in Holyoke, MA and has over 23 years of experience in the finance industry.
Raymond Wellspeak (CRD# 2622075) is an Investment Advisor Representative working at Mml Investors Services, LLC in Holyoke, MA and has over 28 years of experience in the finance industry. Raymond Wellspeak 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.
Timothy Wright (CRD# 2886543) is an Investment Advisor Representative working at Mml Investors Services, LLC in Holyoke, MA and has over 17 years of experience in the finance industry.