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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
John Germain (CRD# 2706666) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Norwell, MA and has over 28 years of experience in the finance industry.
Melissa Gray-Murphy (CRD# 4391635) is an Investment Advisor Representative working at Lpl Financial LLC in Norwell, MA and has over 22 years of experience in the finance industry. Melissa Gray-Murphy 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.
Matthew Havens (CRD# 2362578) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwell, MA and has over 30 years of experience in the finance industry. Matthew Havens 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.
Gregg Helbock (CRD# 1155045) is an Investment Advisor Representative working at Edward Jones in Norwell, MA and has over 32 years of experience in the finance industry.
Thomas Holland (CRD# 2303068) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwell, MA and has over 31 years of experience in the finance industry. Thomas Holland 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.
Stephen Leary (CRD# 1453433) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwell, MA and has over 38 years of experience in the finance industry. Stephen Leary 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.
John Lobue (CRD# 4887291) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 19 years of experience in the finance industry.
Brian Mahler (CRD# 4462088) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 22 years of experience in the finance industry.
Joseph McNamara (CRD# 2269334) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 31 years of experience in the finance industry.
Colleen McNulty (CRD# 5598045) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 13 years of experience in the finance industry.