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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
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.
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.
Bree Barletto (CRD# 3086946) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Roslindale, MA and has over 25 years of experience in the finance industry.
Philip Barnes (CRD# 2405420) is an Investment Advisor Representative working at Mml Investors Services, LLC in Marshfield, MA and has over 22 years of experience in the finance industry.
Christopher Barone (CRD# 6198167) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwood, MA and has over 9 years of experience in the finance industry.
Gretchen Barress (CRD# 2608213) is an Investment Advisor Representative working at Principal Securities, Inc. in Weston, MA and has over 28 years of experience in the finance industry.
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Foxboro, MA and has over 37 years of experience in the finance industry.
David Barrett (CRD# 1658184) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 25 years of experience in the finance industry. Patrick Barrett 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.