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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
Amy Kates (CRD# 1937926) is an Investment Advisor Representative working at Eagle Strategies LLC in Cotuit, MA and has over 34 years of experience in the finance industry. Amy Kates 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.
Sean Kelly (CRD# 2777457) is an Investment Advisor Representative working at Lpl Financial LLC in Osterville, MA and has over 25 years of experience in the finance industry.
Pamela Krueger (CRD# 1140994) is an Investment Advisor Representative working at Wealthramp, Inc. in Osterville, MA and has over 34 years of experience in the finance industry.
Thomas Madden (CRD# 3016309) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 25 years of experience in the finance industry.
Albert Makkay (CRD# 1533907) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 19 years of experience in the finance industry. Albert Makkay 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.
Roberta Mauch (CRD# 1099261) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 16 years of experience in the finance industry.
Walter May (CRD# 2756905) is an Investment Advisor Representative working at Mml Investors Services, LLC in Osterville, MA and has over 27 years of experience in the finance industry.
James McKenna (CRD# 2121170) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 31 years of experience in the finance industry.
William Murdoch (CRD# 1271101) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 39 years of experience in the finance industry. William Murdoch 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.
William Perry (CRD# 2037680) is an Investment Advisor Representative working at Cetera Advisors LLC in Osterville, MA and has over 33 years of experience in the finance industry.