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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
Cassandra Sweatt (CRD# 5255876) is an Investment Advisor Representative working at Primerica Advisors in Concord, NH and has over 17 years of experience in the finance industry.
Sidney Tyner (CRD# 1469356) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Concord, NH and has over 37 years of experience in the finance industry.
Ronald Valpey (CRD# 3220507) is an Investment Advisor Representative working at Valpey Financial Services LLC in Concord, NH and has over 17 years of experience in the finance industry. Ronald Valpey 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.
Victoria Webber (CRD# 4785576) is an Investment Advisor Representative working at Valpey Financial Services LLC in Concord, NH and has over 17 years of experience in the finance industry.
John Weeks (CRD# 4510711) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has over 20 years of experience in the finance industry.
Robin Wells (CRD# 3272539) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, NH and has over 24 years of experience in the finance industry.
Matthew Wineriter (CRD# 4254728) is an Investment Advisor Representative working at First Command Advisory Services in Concord, NH and has over 20 years of experience in the finance industry.
Paulette Wolfe (CRD# 4936677) is an Investment Advisor Representative working at Whitegate Investment Counselors, Inc. in Concord, NH and has over 17 years of experience in the finance industry.
David Woolpert (CRD# 2768177) is an Investment Advisor Representative working at Altus Investment Group in Concord, NH and has over 27 years of experience in the finance industry.
Lauren Wright (CRD# 1831033) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Concord, NH and has over 8 years of experience in the finance industry.