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Distance Only Rockland, 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
Clark Page (CRD# 5143897) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 17 years of experience in the finance industry.
Francis Perfetuo (CRD# 2071536) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rockland, MA and has over 18 years of experience in the finance industry.
Mark Roman (CRD# 2492417) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rockland, MA and has over 29 years of experience in the finance industry.
Gayle Rosewell (CRD# 2881132) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rockland, MA and has over 26 years of experience in the finance industry. Gayle Rosewell 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.
Kenneth Seropian (CRD# 2981821) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 26 years of experience in the finance industry.
James Sickorez (CRD# 2753141) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rockland, MA and has over 27 years of experience in the finance industry.
Kenneth Simon (CRD# 1232514) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 40 years of experience in the finance industry.
Jason Skolnick (CRD# 2656136) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 28 years of experience in the finance industry.
Russell Smith (CRD# 3034860) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 26 years of experience in the finance industry.
Ann Swartz (CRD# 2014737) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 34 years of experience in the finance industry.