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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
Susan Schieding (CRD# 2402750) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 29 years of experience in the finance industry.
Diana Smith (CRD# 5181390) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, MA and has over 17 years of experience in the finance industry.
John Smith (CRD# 1458884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 38 years of experience in the finance industry.
Stephen Stabile (CRD# 1715075) is an Investment Advisor Representative working at Flagship Wealth Advisors, LLC in Plymouth, MA and has over 27 years of experience in the finance industry.
Christopher Stoddard (CRD# 2773797) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 26 years of experience in the finance industry.
Lori Ulm (CRD# 2068511) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Plymouth, MA and has over 33 years of experience in the finance industry. Lori Ulm 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.
Cliff Westberg, CFP® is the president and founder of With Integrity Wealth Management. In 2003, Cliff opened the firm in The Pinehills and has been here since. Prior founding With Integrity, he began his financial career in 1992 and held positions with Janney Montgomery Scott, LLC, and Merrill Lynch, where he specialized in portfolio management and investment income planning.
Cliff holds FINRA Series 6, 7, 63, and 65 securities registrations as a registered representative and Investment Adviser Representative of Commonwealth Financial Network®. He has earned the CERTIFIED FINANCIAL PLANNER™ professional...
David Whiting (CRD# 1453444) is an Investment Advisor Representative working at Lpl Financial LLC in Plymouth, MA and has over 37 years of experience in the finance industry. David Whiting 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 Zaro (CRD# 6911927) is an Investment Advisor Representative working at Granite Wealth Management LLC in Plymouth, MA and has over 5 years of experience in the finance industry.
Karen Maurer (CRD# 5720407) is an Investment Advisor Representative working at Lpl Financial LLC in Plymouth, MA and has over 14 years of experience in the finance industry.