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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
Timothy Flynn (CRD# 5623144) is an Investment Advisor Representative working at Edward Jones in Westfield, MA and has over 15 years of experience in the finance industry.
James Foard Jr. (CRD# 4138027) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 23 years of experience in the finance industry.
Rochelle Forrest (CRD# 4174698) is an Investment Advisor Representative working at Avantax Advisory Services in Longmeadow, MA and has over 21 years of experience in the finance industry.
Melody Foti (CRD# 1012345) is an Investment Advisor Representative working at Commonwealth Financial Network in Northampton, MA and has over 24 years of experience in the finance industry. Melody Foti 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.
Owen Freeman-Daniels (CRD# 4487133) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in West Springfield, MA and has over 22 years of experience in the finance industry. Owen Freeman-Daniels 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.
Richard Friese (CRD# 5226633) is an Investment Advisor Representative working at Edward Jones in Amherst, MA and has over 17 years of experience in the finance industry.
Merrill Gagne (CRD# 5273252) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 16 years of experience in the finance industry.
Peter Gagne (CRD# 5149990) is an Investment Advisor Representative working at Commonwealth Financial Network in Ludlow, MA and has over 8 years of experience in the finance industry.
Amber Galler (CRD# 3270026) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 24 years of experience in the finance industry.
Sang Gao (CRD# 5542374) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 15 years of experience in the finance industry.