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Distance Only Norwell, MA
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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
Mary Montanari (CRD# 4876073) is an Investment Advisor Representative working at Montanari Financial Advisors Inc. in Norwell, MA and has 1 year of experience in the finance industry. Mary Montanari 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.
Patrick Murray (CRD# 5616562) is an Investment Advisor Representative working at Lpl Financial LLC in Norwell, MA and has over 15 years of experience in the finance industry.
Philip Noonan (CRD# 2052924) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 28 years of experience in the finance industry.
William Noonan (CRD# 2305282) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 31 years of experience in the finance industry.
Douglas Orifice (CRD# 3190180) is an Investment Advisor Representative working at Lpl Financial LLC in Norwell, MA and has over 25 years of experience in the finance industry.
Marc Perrault (CRD# 5155899) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 17 years of experience in the finance industry.
James Pierotti (CRD# 4963159) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Norwell, MA and has over 18 years of experience in the finance industry.
Henry Place (CRD# 5862403) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has 1 year of experience in the finance industry.
Kevin Quilty (CRD# 2818827) is an Investment Advisor Representative working at Commonwealth Financial Network in Norwell, MA and has over 23 years of experience in the finance industry.
Michael Quirk (CRD# 6123168) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwell, MA and has over 9 years of experience in the finance industry.