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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
Kevin Barbosa (CRD# 5229535) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 17 years of experience in the finance industry.
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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 Barron (CRD# 2335388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 27 years of experience in the finance industry.
Alexander Bartholomew (CRD# 5730658) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 13 years of experience in the finance industry.
Thomas Bartholomew (CRD# 704349) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 37 years of experience in the finance industry.
Anthony Bartlett (CRD# 2146228) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 32 years of experience in the finance industry.
Soraya Batista-Garcia (CRD# 2882038) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 26 years of experience in the finance industry.
Eric Bazil (CRD# 2084499) is an Investment Advisor Representative working at Phoenix International Investments LLC in Nashua, NH and has over 20 years of experience in the finance industry.
Michelle Beausejour (CRD# 2257094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 31 years of experience in the finance industry.
Michael Beck (CRD# 2746928) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NH and has over 27 years of experience in the finance industry. Michael Beck 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.