-
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
Charles Ellis (CRD# 7433406) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has 1 year of experience in the finance industry.
Justin Embree (CRD# 7285448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hyannis, MA and has over 2 years of experience in the finance industry.
Ronald Fishman (CRD# 6274139) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 9 years of experience in the finance industry.
James Jazo (CRD# 7272350) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 2 years of experience in the finance industry.
Kathleen Kane (CRD# 7073181) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 4 years of experience in the finance industry.
Alec McLeod (CRD# 7273425) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 2 years of experience in the finance industry.
Vera Nigmatullina (CRD# 4424386) is an Investment Advisor Representative working at Morgan Stanley in Hyannis, MA and has over 17 years of experience in the finance industry.
Connor Rainville (CRD# 7705201) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has 1 year of experience in the finance industry.
Benjamin Skaggs (CRD# 7680677) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has 1 year of experience in the finance industry.
James Tenaglia (CRD# 6571159) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 8 years of experience in the finance industry. James Tenaglia 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.