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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
Katherine Newman (CRD# 5725475) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 10 years of experience in the finance industry.
Kevin O'donnell (CRD# 3003822) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 25 years of experience in the finance industry. Kevin O'donnell 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.
Robert Ostberg (CRD# 1737978) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 36 years of experience in the finance industry.
John Perkins (CRD# 4634709) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Leeds, MA and has over 21 years of experience in the finance industry. John Perkins 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 Perrea (CRD# 1062362) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 41 years of experience in the finance industry.
Corey Phillips (CRD# 6476624) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 8 years of experience in the finance industry.
Renae Ransdell (CRD# 5364029) is an Investment Advisor Representative working at Diversified, LLC in Northampton, MA and has over 15 years of experience in the finance industry. Renae Ransdell 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.
Lydia Renders (CRD# 1827999) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 35 years of experience in the finance industry.
David Rice (CRD# 4674758) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pittsfield, MA and has over 20 years of experience in the finance industry. David Rice 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.
Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.