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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
David Moses (CRD# 6435208) is an Investment Advisor Representative working at Statera Financial, LLC in Walpole, MA and has over 9 years of experience in the finance industry. David Moses 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 Moses (CRD# 5229716) is an Investment Advisor Representative working at Edward Jones in Walpole, MA and has over 17 years of experience in the finance industry.
Sean Moynihan (CRD# 6712475) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 6 years of experience in the finance industry.
Kerry O'brien (CRD# 5577494) is an Investment Advisor Representative working at Ellevest in Walpole, MA and has over 15 years of experience in the finance industry. Kerry O'brien 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.
Michael Patterson (CRD# 5540859) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 15 years of experience in the finance industry.
John Power (CRD# 4868253) is an Investment Advisor Representative working at Power Plans in Walpole, MA and has 25 years of experience in the finance industry. John Power 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 Practice Standards. Mr. Power has regulalry...
Michael Raspallo (CRD# 1281062) 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.
Todd Sadwin (CRD# 6497631) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 8 years of experience in the finance industry.
Emilio Senesi (CRD# 1057937) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 41 years of experience in the finance industry. Emilio Senesi 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.
Joffrey Smith (CRD# 4625300) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 21 years of experience in the finance industry. Joffrey Smith 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.