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Distance Only Northampton, MA
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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
Christopher Milne (CRD# 1048081) is an Investment Advisor Representative working at St. Germain Investment Management in Northampton, MA and has over 41 years of experience in the finance industry.
Dennis Morin (CRD# 6586030) is an Investment Advisor Representative working at St. Germain Investment Management in Northampton, MA and has over 8 years of experience in the finance industry.
Katherine Newman (CRD# 5725475) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 10 years of experience in the finance industry.
Robert Ostberg (CRD# 1737978) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 36 years of experience in the finance industry.
Renae Ransdell (CRD# 5364029) is an Investment Advisor Representative working at Diversified, LLC in Northampton, MA and has over 15 years of experience in the finance industry. Renae Ransdell 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 Robinson (CRD# 4512216) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 22 years of experience in the finance industry. Adam Robinson 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.
William Spearing (CRD# 6061444) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northampton, MA and has over 11 years of experience in the finance industry.
Laura Townes (CRD# 6966190) is an Investment Advisor Representative working at Edward Jones in Northampton, MA and has over 5 years of experience in the finance industry.
Kepa Eizaguirre-Borreson (CRD# 6646145) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northampton, MA and has over 4 years of experience in the finance industry.
Mary Kate Frodema (CRD# 5796418) is an Investment Advisor Representative working at St. Germain Investment Management in Northampton, MA and has over 12 years of experience in the finance industry. Mary Kate Frodema 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.