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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
Jennifer Aube (CRD# 6108229) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, MA and has over 11 years of experience in the finance industry. Jennifer Aube 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.
Wayne Bailey (CRD# 1124901) is an Investment Advisor Representative working at Lpl Financial LLC in Holden, MA and has over 40 years of experience in the finance industry.
Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Northampton, MA and has over 13 years of experience in the finance industry.
Harriett Barnes (CRD# 3219908) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 24 years of experience in the finance industry.
Alexander Bartholomew (CRD# 5730658) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 13 years of experience in the finance industry.
Thomas Bartholomew (CRD# 704349) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 37 years of experience in the finance industry.
Anthony Bartlett (CRD# 2146228) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 32 years of experience in the finance industry.
Andrew Beaudry (CRD# 1982302) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Hadley, MA and has over 34 years of experience in the finance industry. Andrew Beaudry 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.
Patricia Belanger (CRD# 4253337) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Hadley, MA and has over 23 years of experience in the finance industry.
Andrew Bellak (CRD# 2466556) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Amherst, MA and has over 16 years of experience in the finance industry.