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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
Thomas Pippitt (CRD# 3112617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 25 years of experience in the finance industry.
Paul Probolus (CRD# 2249965) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 31 years of experience in the finance industry.
Stephen Randolph (CRD# 6419008) is an Investment Advisor Representative working at Edward Jones in Bristol, RI and has over 9 years of experience in the finance industry.
Bradley Richard (CRD# 6674021) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 7 years of experience in the finance industry.
Nathan Richard (CRD# 4776130) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 18 years of experience in the finance industry.
Jeffrey Richards (CRD# 3113463) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Centerville, MA and has over 25 years of experience in the finance industry.
Susan Roman (CRD# 6281414) is an Investment Advisor Representative working at Roman Retirement Planning, LLC in Mashpee, MA and has over 10 years of experience in the finance industry. Susan Roman 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.
Paige Roth (CRD# 2428098) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 30 years of experience in the finance industry.
Dennis Rouke (CRD# 6315187) is an Investment Advisor Representative working at Citizens Securities, Inc. in South Dartmouth, MA and has over 6 years of experience in the finance industry.
Maura Ryan (CRD# 1291998) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry.