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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
Robert Carroll (CRD# 1470313) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Barre, MA and has over 37 years of experience in the finance industry.
Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry. Elizabeth Catlin 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.
Daniel Chabott (CRD# 2628356) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MA and has over 28 years of experience in the finance industry.
Gordon Christiansen (CRD# 5837995) is an Investment Advisor Representative working at Edward Jones in Greenfield, MA and has over 13 years of experience in the finance industry.
Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry.
Stephen Colby (CRD# 5783647) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 6 years of experience in the finance industry.
Patrick Curtin (CRD# 4036490) is an Investment Advisor Representative working at Triad Advisors, LLC in Peterborough, NH and has over 24 years of experience in the finance industry.
Jennifer Davidson (CRD# 5094729) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gardner, MA and has over 7 years of experience in the finance industry.
Timothy Doll (CRD# 3130351) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Keene, NH and has over 23 years of experience in the finance industry.
David Donoghue (CRD# 6243834) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 10 years of experience in the finance industry.