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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
David Rice (CRD# 4674758) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pittsfield, MA and has over 20 years of experience in the finance industry. David Rice 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.
Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.
James Rose (CRD# 1335376) is an Investment Advisor Representative working at Dollar & Sense in Pittsfield, MA and has over 39 years of experience in the finance industry. James Rose 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.
Marisa Rothstein (CRD# 6422888) is an Investment Advisor Representative working at Advisory Services Network in Kinderhook, NY and has 1 year of experience in the finance industry. Marisa Rothstein 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.
Lauren Russo (CRD# 6950535) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 5 years of experience in the finance industry.
Brooks Sherman (CRD# 5359331) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 12 years of experience in the finance industry.
Harvey Siegel (CRD# 1072771) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 36 years of experience in the finance industry.
Christopher Silipigno (CRD# 6931956) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 6 years of experience in the finance industry.
Colin Smith (CRD# 4976848) is an Investment Advisor Representative working at Mml Investors Services, LLC in Great Barrington, MA and has over 18 years of experience in the finance industry.
David St. Peter (CRD# 5145213) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 18 years of experience in the finance industry.