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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 Perry (CRD# 2037680) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Osterville, MA and has over 34 years of experience in the finance industry.
Paul Probolus (CRD# 2249965) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 31 years of experience in the finance industry.
Jayne Scanlon (CRD# 2566984) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 24 years of experience in the finance industry. Jayne Scanlon 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.
Alfred Schofield (CRD# 2309063) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 31 years of experience in the finance industry.
Humam Sirhal (CRD# 2130828) is an Investment Advisor Representative working at Washington Financial Group, Inc. in Osterville, MA and has over 31 years of experience in the finance industry.
John Williams (CRD# 4885676) is an Investment Advisor Representative working at Burr & Company, LLC in Osterville, MA and has over 19 years of experience in the finance industry. John Williams 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.
Diane Woolf (CRD# 2548648) is an Investment Advisor Representative working at Wealthramp, Inc. in Osterville, MA and has over 15 years of experience in the finance industry.
Evelyn Young (CRD# 4857888) is an Investment Advisor Representative working at Lpl Financial LLC in Cotuit, MA and has over 19 years of experience in the finance industry. Evelyn Young 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.
Lynne Clancy (CRD# 1712972) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 28 years of experience in the finance industry.
Stephanie Rolfe (CRD# 2485829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 7 years of experience in the finance industry.