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Distance Only Bridgewater, 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
Patrick Driscoll (CRD# 4064074) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bridgewater, MA and has over 24 years of experience in the finance industry. Patrick Driscoll 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.
Diana Figueiredo (CRD# 6155135) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 8 years of experience in the finance industry.
David Kopack (CRD# 3257972) is an Investment Advisor Representative working at Boston Investment Trust Management, Inc. in Bridgewater, MA and has over 24 years of experience in the finance industry.
Bradford Meigs (CRD# 331308) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 39 years of experience in the finance industry.
David Burt (CRD# 6291112) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 9 years of experience in the finance industry.
Rodney Kornegay (CRD# 6066379) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 11 years of experience in the finance industry.
Stacey Miner (CRD# 6759071) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 6 years of experience in the finance industry.
Albert Mui (CRD# 2958848) is an Investment Advisor Representative working at Edward Jones in Bridgewater, MA and has over 4 years of experience in the finance industry.
Brian O'leary (CRD# 5824176) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 10 years of experience in the finance industry.