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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
Barnet Goverman (CRD# 1939080) is an Investment Advisor Representative working at Financial Solutions Associates in Dedham, MA and has over 34 years of experience in the finance industry. Barnet Goverman 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.
James Kaufman (CRD# 839386) is an Investment Advisor Representative working at Commonwealth Financial Network in Dedham, MA and has over 38 years of experience in the finance industry.
Seth Kelly (CRD# 4746595) is an Investment Advisor Representative working at Mariner Wealth Advisors in Dedham, MA and has over 20 years of experience in the finance industry. Seth Kelly 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.
Benjamin Kjendal (CRD# 6245570) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Dedham, MA and has over 10 years of experience in the finance industry.
Jethro Kollie (CRD# 6600770) is an Investment Advisor Representative working at Beck Bode LLC in Dedham, MA and has over 7 years of experience in the finance industry.
Scott Macdonald (CRD# 2994054) is an Investment Advisor Representative working at Eagle Strategies LLC in Dedham, MA and has over 25 years of experience in the finance industry. Scott Macdonald 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.
Dena Mao (CRD# 6051612) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Dedham, MA and has over 10 years of experience in the finance industry.
Andrew Martone (CRD# 2140727) is an Investment Advisor Representative working at Beck Bode LLC in Dedham, MA and has over 32 years of experience in the finance industry.
Jeffery McCormick (CRD# 6296862) is an Investment Advisor Representative working at Beck Bode LLC in Dedham, MA and has over 10 years of experience in the finance industry.