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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
Sean Todd (CRD# 2482921) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yarmouth Port, MA and has over 29 years of experience in the finance industry.
William Todd (CRD# 872051) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 42 years of experience in the finance industry.
Jordan Traub (CRD# 6425986) is an Investment Advisor Representative working at Commonwealth Financial Network in Orleans, MA and has over 7 years of experience in the finance industry.
Randall Van Sickle (CRD# 2025850) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 34 years of experience in the finance industry.
Donald Vendetti (CRD# 2829862) is an Investment Advisor Representative working at Mml Investors Services, LLC in South Dennis, MA and has over 27 years of experience in the finance industry.
John Walsh (CRD# 5390925) is an Investment Advisor Representative working at Commonwealth Financial Network in West Yarmouth, MA and has 1 year of experience in the finance industry.
Samuel Watson (CRD# 6063789) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Orleans, MA and has over 11 years of experience in the finance industry.
John Williams (CRD# 4885676) is an Investment Advisor Representative working at Burr & Company, LLC in Osterville, MA and has over 19 years of experience in the finance industry. John Williams 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.
Joseph Williams (CRD# 4814021) is an Investment Advisor Representative working at J. Williams Wealth Management, LLC in East Dennis, MA and has 1 year of experience in the finance industry.
Timothy Willis (CRD# 3113500) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 25 years of experience in the finance industry.