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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
Douglas Wheat (CRD# 5231223) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Amherst, MA and has over 17 years of experience in the finance industry. Douglas Wheat 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.
Shawn Wrisley (CRD# 6686956) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sunderland, MA and has over 8 years of experience in the finance industry.
Mark Zacek (CRD# 6013028) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 12 years of experience in the finance industry.
Christopher Baker (CRD# 7349180) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hatfield, MA and has 1 year of experience in the finance industry.
Colleen Bianco (CRD# 6249979) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 5 years of experience in the finance industry.
Edward Boscher (CRD# 2522779) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Hadley, MA and has over 29 years of experience in the finance industry. Edward Boscher 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 Brown (CRD# 7622768) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hadley, MA and has 1 year of experience in the finance industry.
Tina Chandler (CRD# 5401524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Easthampton, MA and has over 13 years of experience in the finance industry.
Alexandra Chapman (CRD# 7559746) is an Investment Advisor Representative working at Lpl Financial LLC in Easthampton, MA and has 1 year of experience in the finance industry.
Kerriann Collins (CRD# 6156863) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Easthampton, MA and has over 3 years of experience in the finance industry.