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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
Heidi Riley (CRD# 3273483) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Danvers, MA and has over 24 years of experience in the finance industry.
William Riquier (CRD# 5886432) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Danvers, MA and has over 12 years of experience in the finance industry.
Mary Robbins (CRD# 1771452) is an Investment Advisor Representative working at Voya Financial Advisors in Danvers, MA and has over 14 years of experience as a financial advisor..
Matthew Schroeder (CRD# 3260388) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Danvers, MA and has over 24 years of experience in the finance industry.
Louise Sharp (CRD# 2381511) is an Investment Advisor Representative working at Commonwealth Financial Network in Danvers, MA and has over 30 years of experience in the finance industry.
Alexander Sherr (CRD# 6285622) is an Investment Advisor Representative working at Commonwealth Financial Network in Danvers, MA and has over 9 years of experience in the finance industry.
Daniel Sherr (CRD# 5705224) is an Investment Advisor Representative working at Commonwealth Financial Network in Danvers, MA and has over 14 years of experience in the finance industry.
Robert Sherr (CRD# 1035752) is an Investment Advisor Representative working at Commonwealth Financial Network in Danvers, MA and has over 41 years of experience in the finance industry.
Mark Sullivan (CRD# 7001902) is an Investment Advisor Representative working at Onedigital Investment Advisors in Danvers, MA and has over 5 years of experience in the finance industry. Mark Sullivan 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.
Teresa Swimm (CRD# 1148564) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Danvers, MA and has over 34 years of experience in the finance industry.