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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
Robert Santos (CRD# 5006833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 18 years of experience in the finance industry.
Jayne Scanlon (CRD# 2566984) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 24 years of experience in the finance industry. Jayne Scanlon 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.
Mark Schiffenhaus (CRD# 4035278) is an Investment Advisor Representative working at Long Point Wealth Management, LLC in Wellfleet, MA and has over 18 years of experience in the finance industry. Mark Schiffenhaus 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.
Alfred Schofield (CRD# 2309063) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 31 years of experience in the finance industry.
Karl Schofield (CRD# 1185291) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Cummaquid, MA and has over 6 years of experience in the finance industry.
William Scotti (CRD# 5055871) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 17 years of experience in the finance industry. William Scotti 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 Simpkins (CRD# 1899756) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 35 years of experience in the finance industry.
Humam Sirhal (CRD# 2130828) is an Investment Advisor Representative working at Washington Financial Group, Inc. in Osterville, MA and has over 31 years of experience in the finance industry.
Douglas Sivco (CRD# 2455824) is an Investment Advisor Representative working at Mcintyre, Freedman & Flynn Investment Advisers, Inc. in Orleans, MA and has over 29 years of experience in the finance industry.
Seth Smith (CRD# 4190714) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Barnstable, MA and has over 23 years of experience in the finance industry.