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Distance Only Belchertown, MA
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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
Carole Bolduc (CRD# 5634818) is an Investment Advisor Representative working at Lpl Financial LLC in Belchertown, MA and has over 14 years of experience in the finance industry.
Eric Bright (CRD# 4592183) is an Investment Advisor Representative working at Pennyfarthing Investment Management, LLC in Belchertown, MA and has 1 year of experience in the finance industry.
Steven Lepage (CRD# 4036106) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 23 years of experience in the finance industry.
Patrick Oneil (CRD# 2775911) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 27 years of experience in the finance industry.
Wayne Proulx (CRD# 2640894) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Belchertown, MA and has over 28 years of experience in the finance industry. Wayne Proulx 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.
Nicholas Pucel (CRD# 6636210) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Belchertown, MA and has over 7 years of experience in the finance industry.
Kathleen Tremblay (CRD# 5524091) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Belchertown, MA and has over 11 years of experience in the finance industry.
Colleen Bianco (CRD# 6249979) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 5 years of experience in the finance industry.