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Distance Metro area (25 miles)
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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
Sean Leblanc (CRD# 2163582) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, MA and has over 32 years of experience in the finance industry.
Shawn Leonard (CRD# 4643578) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 21 years of experience in the finance industry.
Scott Little (CRD# 5531868) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 22 years of experience in the finance industry.
Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 years of experience in the finance industry. Phuong Luong 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 Mahoney (CRD# 4460504) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Northampton, MA and has over 22 years of experience in the finance industry. James Mahoney 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.
Thomas Malinowski (CRD# 1488636) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 35 years of experience in the finance industry.
Zachary Marcotte (CRD# 6216786) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 10 years of experience in the finance industry.
Nathaniel Marcoux (CRD# 5270275) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bennington, VT and has over 16 years of experience in the finance industry.
Michael Markiewicz (CRD# 6593556) is an Investment Advisor Representative working at Edward Jones in Easthampton, MA and has over 8 years of experience in the finance industry.
Brian McKenna (CRD# 5250645) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 17 years of experience in the finance industry. Brian McKenna 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.