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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
Wayne Bailey (CRD# 1124901) is an Investment Advisor Representative working at Lpl Financial LLC in Holden, MA and has over 40 years of experience in the finance industry.
H Haberman (CRD# 1181164) is an Investment Advisor Representative working at Santander Securities in Holden, MA and has over 27 years of experience in the finance industry. H Haberman 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 Jacobsen (CRD# 6413252) is an Investment Advisor Representative working at Assabet Advisors, LLC in Holden, MA and has over 9 years of experience in the finance industry. Robert Jacobsen 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.
Anne-marie Kelley (CRD# 6643985) is an Investment Advisor Representative working at Edward Jones in Holden, MA and has over 7 years of experience in the finance industry.
Sean McShea (CRD# 4215396) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Holden, MA and has over 23 years of experience in the finance industry.
Wayne Ushman (CRD# 4686174) is an Investment Advisor Representative working at Assabet Advisors, LLC in Holden, MA and has 1 year of experience in the finance industry.
Cara Holland (CRD# 7536238) is an Investment Advisor Representative working at Edward Jones in Holden, MA and has 1 year of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
Michael Abramo (CRD# 2931681) is an Investment Advisor Representative working at Lpl Financial LLC in Upton, MA and has over 26 years of experience in the finance industry.
Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 17 years of experience in the finance industry.