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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
Paul Balboni (CRD# 6004366) is an Investment Advisor Representative working at Sachem Rock Wealth Management LLC in East Bridgewater, MA and has over 12 years of experience in the finance industry.
Michael Baldwin (CRD# 1658183) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
Nathan Baldwin (CRD# 4407352) is an Investment Advisor Representative working at Edelman Financial Engines in Quincy, MA and has over 19 years of experience in the finance industry. Nathan Baldwin 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.
Andrew Ball (CRD# 6509207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandwich, MA and has over 8 years of experience in the finance industry.
Inga Baneviciene (CRD# 6276548) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 9 years of experience in the finance industry.
Evan Banks (CRD# 4384077) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 22 years of experience in the finance industry. Evan Banks 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.
Maclean Barach (CRD# 6325350) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 5 years of experience in the finance industry. Maclean Barach 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 Barber (CRD# 5764782) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 13 years of experience in the finance industry. John Barber 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.
Susan Barber (CRD# 2578063) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hingham, MA and has over 20 years of experience in the finance industry.
Blake Barbosa (CRD# 6240878) is an Investment Advisor Representative working at Eagle Strategies LLC in Dartmouth, MA and has over 9 years of experience in the finance industry.