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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
Armand Bassi (CRD# 2731661) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 27 years of experience in the finance industry.
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.
Zeid Basyouni (CRD# 6929792) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, MA and has over 5 years of experience in the finance industry.
Andrew Batey (CRD# 5372098) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salem, NH and has over 16 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.
Chad Battaglia (CRD# 3085781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 25 years of experience in the finance industry.
Christopher Battersby (CRD# 1704836) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 36 years of experience in the finance industry. Christopher Battersby 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.
Matthew Batzel (CRD# 5986777) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 12 years of experience in the finance industry.
Warren Baum (CRD# 2263581) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in North Billerica, MA and has over 31 years of experience in the finance industry.
Karl Baumann (CRD# 4567371) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 15 years of experience in the finance industry.