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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
Alyson Basso (CRD# 5172800) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 17 years of experience in the finance industry. Alyson Basso 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.
Jesse Bateman (CRD# 5257518) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 17 years of experience in the finance industry.
Zankhana Bateman (CRD# 2968491) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 23 years of experience in the finance industry.
Richard Bauchspies (CRD# 2242970) is an Investment Advisor Representative working at The Burney Company in Portsmouth, RI and has over 31 years of experience in the finance industry.
William Baugh (CRD# 2177490) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 32 years of experience in the finance industry.
Christopher Baughan (CRD# 3193538) is an Investment Advisor Representative working at Lpl Financial LLC in Foxboro, MA and has over 24 years of experience in the finance industry.
Peter Bazirgan (CRD# 2945606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Providence, RI and has over 26 years of experience in the finance industry.
Janine Beal (CRD# 2241842) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Scituate, MA and has over 31 years of experience in the finance industry.
Daniel Beaudette (CRD# 5514020) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, RI and has over 15 years of experience in the finance industry.
Bryan Becotte (CRD# 3140840) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Providence, RI and has over 25 years of experience in the finance industry.