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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
Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry. Travis Poodiack 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.
Wayne Proulx (CRD# 2640894) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Belchertown, MA and has over 28 years of experience in the finance industry. Wayne Proulx 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.
Robert Pryor (CRD# 6698092) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 7 years of experience in the finance industry. Robert Pryor 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.
Nicholas Pucel (CRD# 6636210) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Belchertown, MA and has over 7 years of experience in the finance industry.
Matthew Ramon (CRD# 6528124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Deerfield, MA and has over 17 years of experience in the finance industry.
Renae Ransdell (CRD# 5364029) is an Investment Advisor Representative working at Diversified, LLC in Northampton, MA and has over 15 years of experience in the finance industry. Renae Ransdell 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.
David Ricci (CRD# 1819429) is an Investment Advisor Representative working at Lpl Financial LLC in Ware, MA and has over 30 years of experience in the finance industry.
Scott Ringland (CRD# 1960167) is an Investment Advisor Representative working at Money Concepts Advisory Service in Keene, NH and has over 33 years of experience in the finance industry.
Joshua Roberts (CRD# 6556334) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 8 years of experience in the finance industry.
Adam Robinson (CRD# 4512216) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 22 years of experience in the finance industry. Adam Robinson 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.