-
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
Scot Ward (CRD# 7053513) is an Investment Advisor Representative working at Edward Jones in Keene, NH and has over 5 years of experience in the finance industry.
Kelli Warriner (CRD# 4134719) is an Investment Advisor Representative working at Commonwealth Financial Network in Brattleboro, VT and has over 24 years of experience in the finance industry. Kelli Warriner 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.
Douglas Wheat (CRD# 5231223) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Amherst, MA and has over 17 years of experience in the finance industry. Douglas Wheat 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.
Shawn Wrisley (CRD# 6686956) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sunderland, MA and has over 7 years of experience in the finance industry.
David Yousefzadeh (CRD# 5661720) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 13 years of experience in the finance industry.
Mark Zacek (CRD# 6013028) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 12 years of experience in the finance industry.
Ayca Akisik (CRD# 7363857) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Amherst, MA and has over 2 years of experience in the finance industry.
Christopher Baker (CRD# 7349180) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hatfield, MA and has 1 year of experience in the finance industry.
Colleen Bianco (CRD# 6249979) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 5 years of experience in the finance industry.
Michael Brown (CRD# 7622768) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hadley, MA and has 1 year of experience in the finance industry.