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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
Dean Balsamo (CRD# 4073765) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 24 years of experience in the finance industry.
Joseph Balsamo (CRD# 4736783) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 20 years of experience in the finance industry.
Kevin Barbosa (CRD# 5229535) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 17 years of experience in the finance industry.
Curtis Barnes (CRD# 6468343) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bedford, NH and has over 8 years of experience in the finance industry.
Joy Baron (CRD# 1787868) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Andover, MA and has over 36 years of experience in the finance industry.
Laurie Barrett (CRD# 5488930) is an Investment Advisor Representative working at Seascape Capital Management,llc in Portsmouth, NH and has over 16 years of experience in the finance industry.
Mark Barron (CRD# 2335388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 27 years of experience in the finance industry.
Michael Barry (CRD# 5692611) is an Investment Advisor Representative working at Citizens Securities, Inc. in Bedford, NH and has over 14 years of experience in the finance industry.
Joshua Bartlett (CRD# 6628703) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
Robert Bartley (CRD# 3070452) is an Investment Advisor Representative working at Bartley Financial Advisors, LLC in Bedford, NH and has over 25 years of experience in the finance industry. Robert Bartley 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.