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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
Eric Anderson (CRD# 4686097) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Gloucester, MA and has over 20 years of experience in the finance industry. Eric Anderson 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.
Matthew Babson (CRD# 4758346) is an Investment Advisor Representative working at Good Harbor Advisors, Inc. in Gloucester, MA and has over 14 years of experience in the finance industry.
Cynthia Bremer (CRD# 1326836) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gloucester, MA and has over 39 years of experience in the finance industry. Cynthia Bremer 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 Buxbaum (CRD# 2153266) is an Investment Advisor Representative working at Commonwealth Financial Network in Gloucester, MA and has over 31 years of experience in the finance industry. Michael Buxbaum 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.
William Guglielmo D'annibale (CRD# 4576258) is an Investment Advisor Representative working at American Retirement & Investment Strategies, LLC in Gloucester, MA and has over 21 years of experience in the finance industry.
Thomas Dexter (CRD# 4712653) is an Investment Advisor Representative working at Commonwealth Financial Network in Gloucester, MA and has over 20 years of experience in the finance industry. Thomas Dexter 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.
Howard Frisch (CRD# 4208767) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Gloucester, MA and has over 23 years of experience in the finance industry. Howard Frisch 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 Grella (CRD# 4560190) is an Investment Advisor Representative working at American Retirement & Investment Strategies, LLC in Gloucester, MA and has over 21 years of experience in the finance industry. Joseph Grella 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.
Jonathan Iannacone (CRD# 6397048) is an Investment Advisor Representative working at Wernau Asset Management in Gloucester, MA and has over 9 years of experience in the finance industry.
Matthew Langis (CRD# 2297358) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Gloucester, MA and has over 31 years of experience in the finance industry.