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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
Nathan Tomkiewicz (CRD# 6837450) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 6 years of experience in the finance industry.
Kenneth Whitestone (CRD# 1669822) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsfield, MA and has over 36 years of experience in the finance industry.
James Williams (CRD# 4806982) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 19 years of experience in the finance industry. James 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.
Michael Zamboni (CRD# 3215419) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 23 years of experience in the finance industry.
Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.
Elizabeth Ariazi (CRD# 5602541) is an Investment Advisor Representative working at Eagle Strategies LLC in Pittsfield, MA and has over 15 years of experience in the finance industry.
Kelly Baker (CRD# 7325240) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has 1 year of experience in the finance industry.
Sherman Baker (CRD# 2594658) is an Investment Advisor Representative working at Commonwealth Financial Network in Hoosick Falls, NY and has over 29 years of experience in the finance industry.
Darrell Colvin (CRD# 6772346) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pittsfield, MA and has 1 year of experience in the finance industry.
Gregory Dieterich (CRD# 7236836) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 3 years of experience in the finance industry.