-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Berry (CRD# 5395827) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 16 years of experience in the finance industry. William Berry 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.
Stephen Berube (CRD# 5321092) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 14 years of experience in the finance industry.
Todd Bessey (CRD# 2562979) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 29 years of experience in the finance industry. Todd Bessey 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.
Nils Bierkamp (CRD# 6581893) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has over 3 years of experience in the finance industry.
James Billman-Golemme (CRD# 3275529) is an Investment Advisor Representative working at Lpl Financial LLC in Westborough, MA and has over 24 years of experience in the finance industry.
Kol Birke (CRD# 4556441) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 17 years of experience in the finance industry.
Mars Bishop (CRD# 1992757) is an Investment Advisor Representative working at Blue Fin Capital, Inc. in Providence, RI and has over 34 years of experience in the finance industry.
Michael Bishop (CRD# 5501730) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.
Stephanie Blain (CRD# 4405080) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 20 years of experience in the finance industry.
Erin Blanchard (CRD# 5687050) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 14 years of experience in the finance industry.