-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jane Ricardi (CRD# 3073901) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plymouth, MA and has over 25 years of experience in the finance industry. Jane Ricardi 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.
Lisa Roberts (CRD# 1181025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eastham, MA and has over 21 years of experience in the finance industry.
Sarah Robinson (CRD# 4443947) is an Investment Advisor Representative working at Avantax Advisory Services in Brewster, MA and has over 22 years of experience in the finance industry. Sarah Robinson 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.
Richard Rossomando (CRD# 2964885) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sandwich, MA and has over 26 years of experience in the finance industry.
Susan Rourke (CRD# 4618942) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.
Jerald Rubin (CRD# 1673485) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth, MA and has over 36 years of experience in the finance industry. Jerald Rubin 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.
Russell Sadler (CRD# 4016597) is an Investment Advisor Representative working at Independent Financial Group, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.
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.
Mark Schiffenhaus (CRD# 4035278) is an Investment Advisor Representative working at Long Point Wealth Management, LLC in Wellfleet, MA and has over 18 years of experience in the finance industry. Mark Schiffenhaus 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.
Douglas Sivco (CRD# 2455824) is an Investment Advisor Representative working at Mcintyre, Freedman & Flynn Investment Advisers, Inc. in Orleans, MA and has over 29 years of experience in the finance industry.