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Distance Only Leominster, MA
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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
Barry Bellwood (CRD# 1333474) is an Investment Advisor Representative working at Primerica Advisors in Leominster, MA and has over 39 years of experience in the finance industry.
Jacqueline Blau (CRD# 5523601) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburndale, MA and has over 12 years of experience in the finance industry. Jacqueline Blau 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.
Mark Boldeia (CRD# 3137974) is an Investment Advisor Representative working at Commonwealth Financial Network in Leominster, MA and has over 25 years of experience in the finance industry.
Wayne Carney (CRD# 2735290) is an Investment Advisor Representative working at Lpl Financial LLC in Leominster, MA and has over 27 years of experience in the finance industry.
Michael Caslin (CRD# 6728865) is an Investment Advisor Representative working at Edward Jones in Leominster, MA and has over 7 years of experience in the finance industry.
Kerry Castonguay (CRD# 4978306) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leominster, MA and has over 18 years of experience in the finance industry.
Robert Curtis (CRD# 4091490) is an Investment Advisor Representative working at Lpl Financial LLC in Leominster, MA and has over 24 years of experience in the finance industry.
Michael Davis (CRD# 6146249) is an Investment Advisor Representative working at Eagle Strategies LLC in Leominster, MA and has over 10 years of experience in the finance industry.
Susan Dorsey (CRD# 4599916) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leominster, MA and has over 20 years of experience in the finance industry.
Patrick English (CRD# 2776109) is an Investment Advisor Representative working at Lpl Financial LLC in Leominster, MA and has over 27 years of experience in the finance industry.