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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
Mark Alexander (CRD# 2677359) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vineyard Haven, MA and has over 28 years of experience in the finance industry.
Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 32 years of experience in the finance industry. Kathy Alves 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.
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.
Silas Atsalis (CRD# 1423668) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, MA and has over 38 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.
John Banks (CRD# 2328839) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Edgartown, MA and has over 30 years of experience in the finance industry.
Blake Barbosa (CRD# 6240878) is an Investment Advisor Representative working at Eagle Strategies LLC in Dartmouth, MA and has over 9 years of experience in the finance industry.
Scott Barker (CRD# 2170309) is an Investment Advisor Representative working at Mml Investors Services, LLC in Osterville, MA and has over 32 years of experience in the finance industry.
Joseph Barry (CRD# 13724) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 36 years of experience in the finance industry.