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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
Derek Gregoire (CRD# 6384801) 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.
Vincent Grenier (CRD# 2663856) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, MA and has over 28 years of experience in the finance industry. Vincent Grenier 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.
Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 10 years of experience in the finance industry. Kelli Grew 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.
Steven Griffith (CRD# 3111402) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mattapoisett, MA and has over 25 years of experience in the finance industry.
Henrik Gulmann (CRD# 4188802) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 17 years of experience in the finance industry.
Deborah Gwizd (CRD# 1200797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 36 years of experience in the finance industry.
Jill Hansen (CRD# 2015147) is an Investment Advisor Representative working at Commonwealth Financial Network in Vineyard Haven, MA and has over 31 years of experience in the finance industry. Jill Hansen 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.
Deborah Hardy (CRD# 4862812) is an Investment Advisor Representative working at Independent Financial Group, LLC in Plymouth, MA and has over 18 years of experience in the finance industry. Deborah Hardy 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.
David Harmon (CRD# 1505722) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mashpee, MA and has over 36 years of experience in the finance industry.
David Hathaway (CRD# 5838143) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.