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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
Pamela Krueger (CRD# 1140994) is an Investment Advisor Representative working at Wealthramp, Inc. in Osterville, MA and has over 34 years of experience in the finance industry.
Elizabeth Lacroix (CRD# 4388271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 20 years of experience in the finance industry.
Thomas Langway (CRD# 2989495) is an Investment Advisor Representative working at Lpl Financial LLC in Chatham, MA and has over 26 years of experience in the finance industry.
Susan Lemieux (CRD# 4021364) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Orleans, MA and has over 10 years of experience in the finance industry.
Thomas Madden (CRD# 3016309) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 26 years of experience in the finance industry.
Albert Makkay (CRD# 1533907) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 20 years of experience in the finance industry. Albert Makkay 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.
Michael Marchese (CRD# 3102803) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 25 years of experience in the finance industry. Michael Marchese 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.
Jeffrey Marcus (CRD# 1313563) is an Investment Advisor Representative working at Turning Point Analytics, LLC in East Sandwich, MA and has over 11 years of experience in the finance industry.
Robert Martin (CRD# 1370404) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hyannis, MA and has over 32 years of experience in the finance industry.