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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
Michael Doyle (CRD# 6407179) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 6 years of experience in the finance industry.
Nicholas Dubois (CRD# 6080499) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 11 years of experience in the finance industry.
Stephen Duval (CRD# 2257087) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Hadley, MA and has over 31 years of experience in the finance industry.
John Estrella (CRD# 5830523) is an Investment Advisor Representative working at Able Financial Planning in West Brookfield, MA and has over 13 years of experience in the finance industry. John Estrella 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 Fadel (CRD# 1253770) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 39 years of experience in the finance industry. David Fadel 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 Farnham (CRD# 5271088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Amherst, MA and has over 16 years of experience in the finance industry.
Melody Foti (CRD# 1012345) is an Investment Advisor Representative working at Commonwealth Financial Network in Northampton, MA and has over 24 years of experience in the finance industry. Melody Foti 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.
Richard Friese (CRD# 5226633) is an Investment Advisor Representative working at Edward Jones in Amherst, MA and has over 17 years of experience in the finance industry.
Edward Garbacik (CRD# 1561579) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Easthampton, MA and has over 28 years of experience in the finance industry. Edward Garbacik 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.