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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
Christopher Ayer (CRD# 3187634) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 25 years of experience in the finance industry.
Sammy Azzouz (CRD# 4350513) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 23 years of experience in the finance industry. Sammy Azzouz 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.
Andrew Baker (CRD# 5306427) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 16 years of experience in the finance industry.
Stuart Baker (CRD# 1080467) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Plymouth, MA and has over 40 years of experience in the finance industry.
Tracy Baker (CRD# 4000665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 24 years of experience in the finance industry.
Paul Balboni (CRD# 6004366) is an Investment Advisor Representative working at Sachem Rock Wealth Management LLC in East Bridgewater, MA and has over 12 years of experience in the finance industry.
Michael Baldwin (CRD# 1658183) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year 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.
Susan Barber (CRD# 2578063) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hingham, MA and has over 20 years of experience in the finance industry.
Blake Barbosa (CRD# 6240878) is an Investment Advisor Representative working at Eagle Strategies LLC in Dartmouth, MA and has over 9 years of experience in the finance industry.