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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
Brandon Beauvais (CRD# 4571210) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 22 years of experience in the finance industry.
Nathan Beauvais (CRD# 6405123) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 8 years of experience in the finance industry. Nathan Beauvais 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.
Steven Beauvais (CRD# 706078) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 44 years of experience in the finance industry.
Adrian Becker (CRD# 5544336) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 11 years of experience in the finance industry.
Theresa Bedard (CRD# 5193942) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boston, MA and has over 10 years of experience in the finance industry.
Richard Beebe (CRD# 2974776) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 26 years of experience in the finance industry. Richard Beebe 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 Beggan (CRD# 1414320) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 38 years of experience in the finance industry.
Christopher Bekel (CRD# 6160590) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 11 years of experience in the finance industry. Christopher Bekel 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.
Christine Belair (CRD# 5195153) is an Investment Advisor Representative working at Lpl Financial LLC in Waltham, MA and has over 17 years of experience in the finance industry. Christine Belair 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.
Alan Bell (CRD# 5533825) is an Investment Advisor Representative working at Edward Jones in Littleton, MA and has over 15 years of experience in the finance industry.