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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 Chapin (CRD# 4019641) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Concord, NH and has over 24 years of experience in the finance industry.
Toni Ann Ciampaglione (CRD# 4160535) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Concord, NH and has over 23 years of experience in the finance industry.
John Colligan (CRD# 1260907) is an Investment Advisor Representative working at Colligan Advisory, LLC in Concord, NH and has over 39 years of experience in the finance industry. John Colligan 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.
Paul Collins (CRD# 4433717) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 21 years of experience in the finance industry.
Luca D Italia (CRD# 5710950) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Franklin, NH and has over 14 years of experience in the finance industry. Luca D Italia 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.
Robert Dalelio (CRD# 2774112) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Sunapee, NH and has over 27 years of experience in the finance industry.
David Dattilio (CRD# 6859349) is an Investment Advisor Representative working at Dattilio & Ash Capital Management, LLC in Lebanon, NH and has over 5 years of experience in the finance industry.
Matthew Dattilio (CRD# 6143479) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 10 years of experience in the finance industry. Matthew Dattilio 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.
Adam Davidson (CRD# 5989610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord, NH and has over 12 years of experience in the finance industry.
John Davidson (CRD# 3172116) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord, NH and has over 25 years of experience in the finance industry.