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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
William Brooks (CRD# 2216679) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brewster, MA and has over 31 years of experience in the finance industry.
Sarah Robinson (CRD# 4443947) is an Investment Advisor Representative working at Avantax Advisory Services in Brewster, MA and has over 22 years of experience in the finance industry. Sarah Robinson 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.
Simon Bloomfield (CRD# 4943708) is an Investment Advisor Representative working at Eagle Strategies LLC in Brewster, MA and has over 18 years of experience in the finance industry.
Dimitar Arabadzhiev (CRD# 4661335) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 20 years of experience in the finance industry.
Carol Arakelian (CRD# 4840974) is an Investment Advisor Representative working at Arakelian, Carol in Yarmouth Port, MA and has over 19 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.
Andrew Ball (CRD# 6509207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandwich, MA and has over 8 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.
Allyson Baroni (CRD# 4882401) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 19 years of experience in the finance industry.
Robert Barry (CRD# 729511) is an Investment Advisor Representative working at Founders Financial Securities, LLC in East Falmouth, MA and has over 42 years of experience in the finance industry.