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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
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.
Nathaniel Ramsay (CRD# 4703158) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 6 years of experience in the finance industry.
Peter Ramsay (CRD# 2535542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 29 years of experience in the finance industry. Peter Ramsay 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.
Colleen Richards (CRD# 5656940) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Norwell, MA and has over 8 years of experience in the finance industry.
Martin Robbins (CRD# 2865515) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 27 years of experience in the finance industry.
Martin Robbins (CRD# 5764885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 13 years of experience in the finance industry.
Jaclyn Snell (CRD# 5171124) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 17 years of experience in the finance industry.
Matthew Sullivan (CRD# 5479284) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 16 years of experience in the finance industry.