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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
Timothy Gaulin (CRD# 7645144) is an Investment Advisor Representative working at Wellington Shields & Company, LLC in Shelburne Falls, MA and has 1 year of experience in the finance industry.
Shane Hollenbeck (CRD# 7302517) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Northampton, MA and has over 2 years of experience in the finance industry.
Austin Hsu (CRD# 7300704) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 3 years of experience in the finance industry.
Tracey John (CRD# 7670074) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has 1 year of experience in the finance industry.
Adam Krol (CRD# 6830448) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 3 years of experience in the finance industry.
Chris Landry (CRD# 7769906) is an Investment Advisor Representative working at Commonwealth Financial Network in Northampton, MA and has 1 year of experience in the finance industry.
Stephen Lanzit (CRD# 5672874) is an Investment Advisor Representative working at Commonwealth Financial Network in Northampton, MA and has over 14 years of experience in the finance industry.
Emi Lee (CRD# 7591612) is an Investment Advisor Representative working at Cuso Financial Services in Hadley, MA and has 1 year of experience in the finance industry.
Josephine Leise (CRD# 7404322) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenfield, MA and has 1 year of experience in the finance industry.
Adrian Lezcano (CRD# 7687370) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has 1 year of experience in the finance industry.