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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
Nicholas Vantine (CRD# 2808442) is an Investment Advisor Representative working at Avantax Advisory Services in Sandwich, MA and has over 27 years of experience in the finance industry.
Donald Vendetti (CRD# 2829862) is an Investment Advisor Representative working at Mml Investors Services, LLC in South Dennis, MA and has over 27 years of experience in the finance industry.
Samuel Watson (CRD# 6063789) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Orleans, MA and has over 11 years of experience in the finance industry.
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.
Joseph Williams (CRD# 4814021) is an Investment Advisor Representative working at J. Williams Wealth Management, LLC in East Dennis, MA and has 1 year of experience in the finance industry.
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.
Igor Avelar (CRD# 7262373) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Orleans, MA and has over 3 years of experience in the finance industry.
Simon Bloomfield (CRD# 4943708) is an Investment Advisor Representative working at Eagle Strategies LLC in Brewster, MA and has over 19 years of experience in the finance industry.