-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Erin Blanchard (CRD# 5687050) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 14 years of experience in the finance industry.
Jillian Blanchard (CRD# 4969491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 13 years of experience in the finance industry.
John Blanchard (CRD# 2496524) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 29 years of experience in the finance industry.
Nanette Blish (CRD# 1463407) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jamestown, RI and has over 37 years of experience in the finance industry.
Mark Boccuzzi (CRD# 4339783) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 22 years of experience in the finance industry.
Irene Bock (CRD# 3048782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 25 years of experience in the finance industry.
Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lincoln, RI and has over 37 years of experience in the finance industry.
David Bogosian (CRD# 2551263) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 29 years of experience in the finance industry.
Jeffrey Bogosian (CRD# 2257321) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Providence, RI and has over 31 years of experience in the finance industry.
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer...