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Distance Only Walpole, 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
Vache Astarjian (CRD# 2119110) is an Investment Advisor Representative working at Waterstone Advisors LLC in Walpole, MA and has over 19 years of experience in the finance industry.
Michael Barry (CRD# 1102653) is an Investment Advisor Representative working at Eagle Strategies LLC in Walpole, MA and has over 39 years of experience in the finance industry.
Alyson Basso (CRD# 5172800) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 17 years of experience in the finance industry. Alyson Basso 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.
Samuel Brand (CRD# 7065786) is an Investment Advisor Representative working at Edward Jones in Walpole, MA and has over 5 years of experience in the finance industry.
Thomas Childs (CRD# 6225246) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 10 years of experience in the finance industry. Thomas Childs 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.
Ralph Coppola (CRD# 2191594) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 32 years of experience in the finance industry.
Paul Dearden (CRD# 1368874) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 39 years of experience in the finance industry.
Jeremy Doran (CRD# 5962488) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 12 years of experience in the finance industry.
Gerald Dufault (CRD# 1302768) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 39 years of experience in the finance industry. Gerald Dufault 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.
Lee Fatalo (CRD# 3197513) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Walpole, MA and has over 24 years of experience in the finance industry. Lee Fatalo 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.