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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
Amy Kates (CRD# 1937926) is an Investment Advisor Representative working at Eagle Strategies LLC in Cotuit, MA and has over 34 years of experience in the finance industry. Amy Kates 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.
Evelyn Young (CRD# 4857888) is an Investment Advisor Representative working at Lpl Financial LLC in Cotuit, MA and has over 19 years of experience in the finance industry. Evelyn Young 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.
Mark Alexander (CRD# 2677359) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vineyard Haven, MA and has over 28 years of experience in the finance industry.
Joseph Anderson (CRD# 6353257) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Kathleen Anderson (CRD# 1915639) is an Investment Advisor Representative working at Sage Wealth Advisors LLC in Marion, MA and has over 31 years of experience in the finance industry.
James Anthony (CRD# 5029299) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, 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.
Sal Arlia (CRD# 5860578) is an Investment Advisor Representative working at Nautical Home Lending LLC in Plymouth, MA and has 1 year of experience in the finance industry.
Stephen Asendorf (CRD# 1018543) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Falmouth, MA and has over 42 years of experience in the finance industry.