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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
Patricia Metcalf Shermeta (CRD# 6082384) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northampton, MA and has over 8 years of experience in the finance industry. Patricia Metcalf Shermeta 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.
Jeffrey Migneault (CRD# 2978650) is an Investment Advisor Representative working at Commonwealth Financial Network in Keene, NH and has over 26 years of experience in the finance industry.
Melanie Migneault (CRD# 6344869) is an Investment Advisor Representative working at Commonwealth Financial Network in Keene, NH and has over 6 years of experience in the finance industry.
Lois Miskinis (CRD# 1736604) is an Investment Advisor Representative working at Avantax Advisory Services in Greenfield , MA and has over 36 years of experience in the finance industry.
Edward Morenz (CRD# 4038026) 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.
Katherine Morse (CRD# 3239318) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Keene, NH and has over 24 years of experience in the finance industry.
Ronald Nathan (CRD# 345158) is an Investment Advisor Representative working at Lincoln Investment in Amherst, MA and has over 26 years of experience in the finance industry.
Joshua Nero (CRD# 6638721) is an Investment Advisor Representative working at Edward Jones in Jaffrey, NH and has over 7 years of experience in the finance industry.
James Newcombe (CRD# 1107733) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Keene, NH and has over 30 years of experience in the finance industry.
Katherine Newman (CRD# 5725475) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 10 years of experience in the finance industry.