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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
Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Northampton, MA and has over 13 years of experience in the finance industry.
Nicholas Cantrell (CRD# 5362436) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northampton, MA and has over 16 years of experience in the finance industry. Nicholas Cantrell 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.
Francis Collins (CRD# 4942757) is an Investment Advisor Representative working at Beacon Investment Advisers, LLC in Northampton, MA and has 1 year of experience in the finance industry.
Kathleen Collins (CRD# 4380114) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Northampton, MA and has over 22 years of experience in the finance industry.
Melody Foti (CRD# 1012345) is an Investment Advisor Representative working at Commonwealth Financial Network in Northampton, MA and has over 24 years of experience in the finance industry. Melody Foti 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.
Mark Goggins (CRD# 6428580) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 8 years of experience in the finance industry.
Dana Graham (CRD# 5377938) is an Investment Advisor Representative working at Cuso Financial Services in Northampton, MA and has over 16 years of experience in the finance industry.
Kristine Koczajowski (CRD# 4376277) is an Investment Advisor Representative working at Lpl Financial LLC in Northampton, MA and has over 22 years of experience in the finance industry. Kristine Koczajowski 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.
Daniel Kunhardt (CRD# 1457542) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 38 years of experience in the finance industry.
James Mahoney (CRD# 4460504) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Northampton, MA and has over 22 years of experience in the finance industry. James Mahoney 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.