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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
Elizabeth Vallone (CRD# 4137574) is an Investment Advisor Representative working at Bay Colony Advisors in Norwell, MA and has over 23 years of experience in the finance industry.
Karen Van Voorhis (CRD# 4573506) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Norwell, MA and has over 22 years of experience in the finance industry. Karen Van Voorhis 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.
Eric Werblow (CRD# 1739564) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Norwell, MA and has over 36 years of experience in the finance industry.
Andrew White (CRD# 3237775) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Norwell, MA and has over 23 years of experience in the finance industry.
John White (CRD# 1756050) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Norwell, MA and has over 36 years of experience in the finance industry.
Robert Woolf (CRD# 1880945) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 35 years of experience in the finance industry.
Sharat Bail (CRD# 2459613) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Norwell, MA and has over 30 years of experience in the finance industry.
Dylan Bernache (CRD# 6954502) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwell, MA and has 1 year of experience in the finance industry.
Michael Costa (CRD# 4560771) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 21 years of experience in the finance industry.
Adam Dworkin (CRD# 5998277) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has 1 year of experience in the finance industry.