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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
Roberta Mauch (CRD# 1099261) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 16 years of experience in the finance industry.
Walter May (CRD# 2756905) is an Investment Advisor Representative working at Mml Investors Services, LLC in Osterville, MA and has over 27 years of experience in the finance industry.
John McAbee (CRD# 1030577) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 42 years of experience in the finance industry.
Douglas McClennen (CRD# 5263610) is an Investment Advisor Representative working at Douglas A. Mcclennen Ia in East Harwich, MA and has over 17 years of experience in the finance industry.
Joseph McGee (CRD# 4481656) is an Investment Advisor Representative working at Avantax Advisory Services in Osterville, MA and has over 22 years of experience in the finance industry.
Kenneth McGuire (CRD# 1998997) is an Investment Advisor Representative working at Mcguire Financial Services, Inc. in West Yarmouth, MA and has over 17 years of experience in the finance industry.
Thomas McIntyre (CRD# 4343354) is an Investment Advisor Representative working at Mcintyre, Freedman & Flynn Investment Advisers, Inc. in Orleans, MA and has 1 year of experience in the finance industry.
Shawn McKeen (CRD# 5652188) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 14 years of experience in the finance industry.
James McKenna (CRD# 2121170) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 32 years of experience in the finance industry.
Margaret McNabb (CRD# 727569) is an Investment Advisor Representative working at Portfoliosboston in Dennis, MA and has over 43 years of experience in the finance industry. Margaret McNabb 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.