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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
Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 10 years of experience in the finance industry.
Samuel Baldwin (CRD# 4023974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has over 24 years of experience in the finance industry. Samuel Baldwin 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.
James Ball (CRD# 1237625) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 39 years of experience in the finance industry.
Felipe Ballestas (CRD# 2461019) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 23 years of experience in the finance industry.
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.
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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.
Alexander Bartholomew (CRD# 5730658) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 13 years of experience in the finance industry.
Thomas Bartholomew (CRD# 704349) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 37 years of experience in the finance industry.
Anthony Bartlett (CRD# 2146228) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 32 years of experience in the finance industry.
Soraya Batista-Garcia (CRD# 2882038) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 26 years of experience in the finance industry.