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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
Charles Beresford (CRD# 5942485) is an Investment Advisor Representative working at Long Game Financial, LLC in Longmeadow, MA and has over 8 years of experience in the finance industry.
David Fernandes (CRD# 5727745) is an Investment Advisor Representative working at Zenith Investment Management, LLC in Longmeadow, MA and has over 12 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.
Jason Hicklen (CRD# 2576953) is an Investment Advisor Representative working at Edward Jones in Longmeadow, MA and has over 27 years of experience in the finance industry. Jason Hicklen 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.
David Petruzzelli (CRD# 2034742) is an Investment Advisor Representative working at Lpl Financial LLC in Longmeadow, MA and has over 34 years of experience in the finance industry.
Shawn Torres (CRD# 4789200) is an Investment Advisor Representative working at Next Financial Group, Inc. in Longmeadow, MA and has over 19 years of experience in the finance industry.
Robert Warchol (CRD# 2670403) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Longmeadow, MA and has over 27 years of experience in the finance industry.
David Finkelstein (CRD# 6125036) is an Investment Advisor Representative working at Long Game Financial, LLC in Longmeadow, MA and has over 11 years of experience in the finance industry.
Debbra Gorczycki (CRD# 2926894) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Longmeadow, MA and has over 26 years of experience in the finance industry.
Nancy Miller (CRD# 1013424) is an Investment Advisor Representative working at Prudential Financial Planning Services in Longmeadow, MA and has over 41 years of experience in the finance industry.