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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
Jeffrey Rubin (CRD# 1440707) is an Investment Advisor Representative working at Ipic, Inc. in Keene, NH and has over 30 years of experience in the finance industry. Jeffrey Rubin 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.
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Brian Sawyer (CRD# 6460675) is an Investment Advisor Representative working at Larchmont Wealth Advisors in Lunenburg, MA and has over 9 years of experience in the finance industry.
Robert Seaman (CRD# 5088914) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keene, NH and has over 17 years of experience in the finance industry.
Peter Simpson (CRD# 5135759) is an Investment Advisor Representative working at Cuso Financial Services in Fitchburg, MA and has over 17 years of experience in the finance industry.
George Slyman (CRD# 1460623) is an Investment Advisor Representative working at Lpl Financial LLC in New Ipswich, NH and has over 38 years of experience in the finance industry. George Slyman 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.
Gretchen Snow (CRD# 6058711) is an Investment Advisor Representative working at Primerica Advisors in Swanzey, NH and has over 11 years of experience in the finance industry.
Matthew Snow (CRD# 4958793) is an Investment Advisor Representative working at Primerica Advisors in Swanzey, NH and has over 18 years of experience in the finance industry.
William Stevens (CRD# 6218384) is an Investment Advisor Representative working at Edward Jones in Bellows Falls, VT and has over 10 years of experience in the finance industry.