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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
Christopher Basse (CRD# 2779580) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mansfield, MA and has over 26 years of experience in the finance industry.
Maureen Burgess (CRD# 4895526) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 19 years of experience in the finance industry. Maureen Burgess 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.
Timothy Burgess (CRD# 4766422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 20 years of experience in the finance industry.
James Carlson (CRD# 5918427) is an Investment Advisor Representative working at Carlson Planning Company in Mansfield, MA and has over 12 years of experience in the finance industry.
Stephen Davis (CRD# 2274161) is an Investment Advisor Representative working at Lpl Financial LLC in Mansfield, MA and has over 31 years of experience in the finance industry.
Jeanne Hagar (CRD# 2151720) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mansfield, MA and has over 31 years of experience in the finance industry.
Andrea Hottleman (CRD# 5374096) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mansfield, MA and has over 16 years of experience in the finance industry.
Katie Macdonald (CRD# 4836269) is an Investment Advisor Representative working at Macdonald Wealth Management, LLC in Mansfield, MA and has over 15 years of experience in the finance industry. Katie Macdonald 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 Rizzo (CRD# 1233927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 37 years of experience in the finance industry.
Henry Roy (CRD# 2552759) is an Investment Advisor Representative working at Wells Fargo Advisors in Mansfield, MA and has over 29 years of experience in the finance industry. Henry Roy 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.