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Distance Only Westport, 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
Stephen Cushing (CRD# 6154464) is an Investment Advisor Representative working at Primerica Advisors in Westport, MA and has over 10 years of experience in the finance industry.
Dennis Forest (CRD# 1519949) is an Investment Advisor Representative working at Primerica Advisors in Westport, MA and has over 37 years of experience in the finance industry.
Christopher Fraine (CRD# 5142575) is an Investment Advisor Representative working at Santander Securities in Westport, MA and has over 17 years of experience in the finance industry.
Gerald Hall (CRD# 234075) is an Investment Advisor Representative working at Eagle Strategies LLC in Westport, MA and has over 39 years of experience in the finance industry.
Leonard Hirst (CRD# 1235202) is an Investment Advisor Representative working at Cwm, LLC in Westport, MA and has over 30 years of experience in the finance industry. Leonard Hirst 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.
Jose Matos (CRD# 2137935) is an Investment Advisor Representative working at Commonwealth Financial Network in Westport, MA and has over 32 years of experience in the finance industry.
Robert Bancroft (CRD# 7077000) is an Investment Advisor Representative working at Innovation Partners LLC in Westport, MA and has over 4 years of experience in the finance industry.
Joseph Cassese (CRD# 7876677) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westport, MA and has over 2 years of experience in the finance industry.
Derek Hearn (CRD# 7313927) is an Investment Advisor Representative working at Primerica Advisors in Westport, MA and has over 3 years of experience in the finance industry.
Jordan Perdigao (CRD# 7164387) is an Investment Advisor Representative working at Capital Analysts in Westport, MA and has over 4 years of experience in the finance industry.