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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
Charles Bean (CRD# 2152263) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 32 years of experience in the finance industry.
Christopher Bean (CRD# 2736963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hingham, MA and has over 27 years of experience in the finance industry.
Susan Beard (CRD# 2419098) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 29 years of experience in the finance industry.
Brandon Beauchamp (CRD# 3203473) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Hingham, MA and has over 24 years of experience in the finance industry.
Christopher Beaulieu (CRD# 2301051) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 31 years of experience in the finance industry.
Richard Beaulieu (CRD# 1397175) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 38 years of experience in the finance industry.
Alex Beauregard (CRD# 6542075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 8 years of experience in the finance industry.
Michelle Beausejour (CRD# 2257094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 31 years of experience in the finance industry.
Brandon Beauvais (CRD# 4571210) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 22 years of experience in the finance industry.
Nathan Beauvais (CRD# 6405123) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 8 years of experience in the finance industry. Nathan Beauvais 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.