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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
William Goldsmith (CRD# 2650649) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Middleborough, MA and has over 28 years of experience in the finance industry. William Goldsmith 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.
Rebecca Abbatamarco-Boisclair (CRD# 4030542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland, RI and has over 24 years of experience in the finance industry.
Christopher Abbate (CRD# 6230536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 10 years of experience in the finance industry.
Joseph Abbate (CRD# 836683) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 39 years of experience in the finance industry.
Stephen Acerra (CRD# 2054637) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milton, MA and has over 33 years of experience in the finance industry.
Amanda Adams (CRD# 6905985) is an Investment Advisor Representative working at Edward Jones in North Attleboro, MA and has over 6 years of experience in the finance industry.
Stephen Adams (CRD# 4676913) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Bridgewater, MA and has over 20 years of experience in the finance industry.
Lorne Adrain (CRD# 2797520) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Providence, RI and has over 12 years of experience in the finance industry.
Joel Agus (CRD# 3201489) is an Investment Advisor Representative working at Commonwealth Financial Network in Sharon, MA and has over 24 years of experience in the finance industry.
John Ahern (CRD# 723273) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 43 years of experience in the finance industry.