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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
Katherine Cleary (CRD# 6697549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 7 years of experience in the finance industry.
Matthew Clifford (CRD# 6751937) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 6 years of experience in the finance industry.
Robert Clower (CRD# 2179638) is an Investment Advisor Representative working at Lpl Financial LLC in Mashpee, MA and has over 32 years of experience in the finance industry.
Debra Coccoro (CRD# 6543508) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has 1 year of experience in the finance industry.
Sean Condon (CRD# 4633520) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 21 years of experience in the finance industry. Sean Condon 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.
Thomas Condon (CRD# 3232970) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 24 years of experience in the finance industry.
Sheryl Cox (CRD# 1496255) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 37 years of experience in the finance industry.
Michael Crew (CRD# 4342203) is an Investment Advisor Representative working at Flax Pond Capital, LLC in Falmouth, MA and has 1 year of experience in the finance industry.
Suzanne Crociati (CRD# 1863706) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth, MA and has over 32 years of experience in the finance industry.
Carleton Crockett (CRD# 2008965) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Hyannis,, MA and has over 34 years of experience in the finance industry.