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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
Nicholas Pucel (CRD# 6636210) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Belchertown, MA and has over 7 years of experience in the finance industry.
Matthew Ramon (CRD# 6528124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Deerfield, MA and has over 17 years of experience in the finance industry.
Scott Ringland (CRD# 1960167) is an Investment Advisor Representative working at Money Concepts Advisory Service in Keene, NH and has over 32 years of experience in the finance industry.
Joshua Roberts (CRD# 6556334) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 8 years of experience in the finance industry.
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.
Shelley Rogers (CRD# 4958605) is an Investment Advisor Representative working at Bolton Global Asset Management in Greenfield, MA and has over 9 years of experience in the finance industry.
Barbara Roland (CRD# 1993954) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nelson, NH and has over 34 years of experience in the finance industry.
Robert Roland (CRD# 2029313) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nelson, NH and has over 34 years of experience in the finance industry.
Jeffrey Rubin (CRD# 1440707) is an Investment Advisor Representative working at Ipic, Inc. in Keene, NH and has over 30 years of experience in the finance industry. Jeffrey Rubin 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.
Ana Saavedra (CRD# 4746646) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 20 years of experience in the finance industry.