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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
William Bresett (CRD# 4484379) is an Investment Advisor Representative working at Financial Transparency in Pittsfield, MA and has over 22 years of experience in the finance industry.
Robert Chapman (CRD# 6274864) is an Investment Advisor Representative working at Edward Jones in Pittsfield, MA and has over 9 years of experience in the finance industry.
David Chin (CRD# 1475752) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Greenbush, NY and has over 37 years of experience in the finance industry. David Chin 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.
Anthony Clement (CRD# 2574247) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 29 years of experience in the finance industry.
Peter Coughlin (CRD# 1379968) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 38 years of experience in the finance industry.
Candace Cuniberti (CRD# 4835062) is an Investment Advisor Representative working at Wsa Affiliates, LLC in Salisbury, CT and has over 18 years of experience in the finance industry. Candace Cuniberti 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.
Sherry De Celle (CRD# 2504200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Great Barrington, MA and has over 29 years of experience in the finance industry.
Luke Delorme (CRD# 6628294) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 7 years of experience in the finance industry.
William Dinan (CRD# 871788) is an Investment Advisor Representative working at Commonwealth Financial Network in Lenox, MA and has over 30 years of experience in the finance industry.
William Dobbins (CRD# 2465825) is an Investment Advisor Representative working at Independent Financial Group, LLC in Norfolk, CT and has over 26 years of experience in the finance industry. William Dobbins 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.