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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
Craig Strassell (CRD# 5120233) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 17 years of experience in the finance industry.
Matthew Svirida (CRD# 2907955) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 26 years of experience in the finance industry.
Nathan Tomkiewicz (CRD# 6837450) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 6 years of experience in the finance industry.
Paul Tsatsos (CRD# 1723539) is an Investment Advisor Representative working at Avantax Advisory Services in Southwick, MA and has over 36 years of experience in the finance industry.
Joan Valenti (CRD# 1057262) is an Investment Advisor Representative working at Lpl Financial LLC in Granby, CT and has over 39 years of experience in the finance industry. Joan Valenti 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.
A. Mackenzie Waggaman (CRD# 4742004) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 20 years of experience in the finance industry.
Terrence Webb (CRD# 2287909) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 30 years of experience in the finance industry.
Stacie Weiner (CRD# 1361975) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 38 years of experience in the finance industry.
Kenneth Whitestone (CRD# 1669822) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsfield, MA and has over 36 years of experience in the finance industry.
Edward Zaik (CRD# 2115492) is an Investment Advisor Representative working at Equitable Advisors, LLC in Valatie, NY and has over 32 years of experience in the finance industry.