-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kathleen Anderson (CRD# 1915639) is an Investment Advisor Representative working at Sage Wealth Advisors LLC in Marion, MA and has over 31 years of experience in the finance industry.
Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Edelman Financial Engines in Foxboro, MA and has over 35 years of experience in the finance industry. Robert Andreola 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.
James Anthony (CRD# 5029299) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 18 years of experience in the finance industry.
Sal Arlia (CRD# 5860578) is an Investment Advisor Representative working at Nautical Home Lending LLC in Plymouth, MA and has 1 year of experience in the finance industry.
Stephen Asendorf (CRD# 1018543) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Falmouth, MA and has over 42 years of experience in the finance industry.
Adam Avila (CRD# 6124928) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Newport, RI and has over 11 years of experience in the finance industry.
William Avril (CRD# 1203982) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norton, MA and has over 40 years of experience in the finance industry.
Kirsten Bagaglia (CRD# 6544757) is an Investment Advisor Representative working at Commonwealth Financial Network in East Providence, RI and has over 7 years of experience in the finance industry.
Stuart Baker (CRD# 1080467) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Plymouth, MA and has over 40 years of experience in the finance industry.
Tracy Baker (CRD# 4000665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 24 years of experience in the finance industry.