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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
Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.
James Rose (CRD# 1335376) is an Investment Advisor Representative working at Dollar & Sense in Pittsfield, MA and has over 39 years of experience in the finance industry. James Rose 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.
Lauren Russo (CRD# 6950535) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 5 years of experience in the finance industry.
Matthew Sauer (CRD# 4956859) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 19 years of experience in the finance industry.
James Sawtelle (CRD# 4761512) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bennington, VT and has over 19 years of experience in the finance industry.
Harvey Siegel (CRD# 1072771) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 36 years of experience in the finance industry.
Christopher Silipigno (CRD# 6931956) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 6 years of experience in the finance industry.
Stephen Simmons (CRD# 4655879) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 20 years of experience in the finance industry.
Daryl Spirka (CRD# 4006179) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 23 years of experience in the finance industry. Daryl Spirka 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.
Craig Strassell (CRD# 5120233) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 17 years of experience in the finance industry.