-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 11 years of experience in the finance industry.
Matthew Dellovo (CRD# 6335730) is an Investment Advisor Representative working at Bfa Wealth Management in Shrewsbury, MA and has over 9 years of experience in the finance industry.
Neil Gendreau (CRD# 2381964) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Shrewsbury, MA and has over 30 years of experience in the finance industry. Neil Gendreau 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.
Carol Jackson (CRD# 4654332) is an Investment Advisor Representative working at Citizens Securities, Inc. in Shrewsbury, MA and has over 20 years of experience in the finance industry.
Bryan McDavitt (CRD# 6194237) is an Investment Advisor Representative working at Lpl Financial LLC in Shrewsbury, MA and has over 10 years of experience in the finance industry.
David McLaren (CRD# 6452679) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has 1 year of experience in the finance industry.
Jeffrey Meenes (CRD# 5982783) is an Investment Advisor Representative working at Meenes Wealth Partners in Shrewsbury, MA and has over 13 years of experience in the finance industry. Jeffrey Meenes 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.
Eric Moriarty (CRD# 6426512) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 9 years of experience in the finance industry.
Aaron Murphy (CRD# 5062702) is an Investment Advisor Representative working at Lpl Financial LLC in Shrewsbury, MA and has over 18 years of experience in the finance industry.
Michael Powers (CRD# 6948054) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 5 years of experience in the finance industry.