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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
Daniel Seidman (CRD# 1390629) is an Investment Advisor Representative working at Seidman Investment Portfolios in Vineyard Haven, MA and has over 38 years of experience in the finance industry.
James Shannon (CRD# 6111270) is an Investment Advisor Representative working at Shannon Investment Management in Falmouth, MA and has over 11 years of experience in the finance industry.
Sarah Sherman (CRD# 5537148) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vineyard Haven, MA and has over 8 years of experience in the finance industry.
Humam Sirhal (CRD# 2130828) is an Investment Advisor Representative working at Washington Financial Group, Inc. in Osterville, MA and has over 31 years of experience in the finance industry.
Jon Skov (CRD# 2700249) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Dartmouth, MA and has over 28 years of experience in the finance industry.
George Sonntag (CRD# 1394376) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, MA and has over 32 years of experience in the finance industry. George Sonntag 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.
Travis Sousa (CRD# 4944328) is an Investment Advisor Representative working at Citizens Securities, Inc. in New Bedford, MA and has over 18 years of experience in the finance industry.
Patricia Starek (CRD# 2569328) is an Investment Advisor Representative working at Avantax Advisory Services in Cotuit, MA and has over 29 years of experience in the finance industry.
Charles Stockbridge (CRD# 729792) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Mattapoisett, MA and has over 42 years of experience in the finance industry.
Richard Strout (CRD# 6153337) is an Investment Advisor Representative working at Edward Jones in Portsmouth, RI and has over 5 years of experience in the finance industry.