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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
David Ames (CRD# 2500139) 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.
Pamela Basse (CRD# 2958638) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 25 years of experience in the finance industry. Pamela Basse 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.
Jesse Bateman (CRD# 5257518) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 17 years of experience in the finance industry.
Joseph Benson (CRD# 4751953) is an Investment Advisor Representative working at Primerica Advisors in Norwell, MA and has over 20 years of experience in the finance industry.
Sean Brown (CRD# 1965352) is an Investment Advisor Representative working at Commonwealth Financial Network in Norwell, MA and has over 34 years of experience in the finance industry.
Joseph Cahill (CRD# 2192543) is an Investment Advisor Representative working at Commonwealth Financial Network in Norwell, MA and has over 32 years of experience in the finance industry.
David Canal (CRD# 3080959) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 25 years of experience in the finance industry.
William Cratty (CRD# 4056040) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 24 years of experience in the finance industry.
Stephen Daglio (CRD# 3162810) is an Investment Advisor Representative working at Bay Colony Advisors in Norwell, MA and has over 25 years of experience in the finance industry.
Joseph Daly (CRD# 2259592) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Norwell, MA and has over 26 years of experience in the finance industry.