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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
Miguel Ballestas (CRD# 1638753) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 34 years of experience in the finance industry.
Steven Balloch (CRD# 4787935) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, NH and has over 19 years of experience in the finance industry. Steven Balloch 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.
Inga Baneviciene (CRD# 6276548) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 9 years of experience in the finance industry.
Kathryn Banis (CRD# 5751352) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 9 years of experience in the finance industry. Kathryn Banis 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.
Evan Banks (CRD# 4384077) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 23 years of experience in the finance industry. Evan Banks 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.
Thomas Banks (CRD# 6368230) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 7 years of experience in the finance industry.
Maclean Barach (CRD# 6325350) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 5 years of experience in the finance industry. Maclean Barach 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 Baranowski (CRD# 4502403) is an Investment Advisor Representative working at Lpl Financial LLC in Waltham, MA and has over 22 years of experience in the finance industry.
John Barber (CRD# 5764782) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 13 years of experience in the finance industry. John Barber 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.
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.