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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
Edward Oakes (CRD# 4947738) is an Investment Advisor Representative working at The Oakes Financial Group in Troy, NH and has over 18 years of experience in the finance industry.
Anthony Olson (CRD# 5890713) is an Investment Advisor Representative working at Olson Economics, LLC in Keene, NH and has over 13 years of experience in the finance industry.
Patrick Oneil (CRD# 2775911) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 27 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.
John Perkins (CRD# 4634709) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Leeds, MA and has over 21 years of experience in the finance industry. John Perkins 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.
Liana Poodiack (CRD# 3230074) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 24 years of experience in the finance industry. Liana Poodiack 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.
Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry. Travis Poodiack 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.
Jane-ellen Porter-Stefanowicz (CRD# 2293920) is an Investment Advisor Representative working at Lpl Financial LLC in Keene, NH and has over 30 years of experience in the finance industry.
Wayne Proulx (CRD# 2640894) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Belchertown, MA and has over 28 years of experience in the finance industry. Wayne Proulx 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.
Robert Pryor (CRD# 6698092) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 7 years of experience in the finance industry. Robert Pryor 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.