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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
Donald Blalock (CRD# 5760742) is an Investment Advisor Representative working at Edward Jones in Milford, NH and has over 13 years of experience in the finance industry.
Jacqueline Blau (CRD# 5523601) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leominster, MA and has over 12 years of experience in the finance industry. Jacqueline Blau 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.
Mark Boldeia (CRD# 3137974) is an Investment Advisor Representative working at Commonwealth Financial Network in Leominster, MA and has over 25 years of experience in the finance industry.
Robert Bonacorsi (CRD# 2201011) is an Investment Advisor Representative working at Bonacorsi Wealth Management in Amherst, NH and has over 32 years of experience in the finance industry. Robert Bonacorsi 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.
Christopher Bourdeau (CRD# 5863644) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 12 years of experience in the finance industry.
Matthew Buckley (CRD# 6467505) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hudson, MA and has over 8 years of experience in the finance industry.
Patrick Bullis (CRD# 5733997) is an Investment Advisor Representative working at Avantax Advisory Services in Athol, MA and has over 14 years of experience in the finance industry.
Angela Canas (CRD# 5160348) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 16 years of experience in the finance industry.
Gonzalo Canelas (CRD# 5760757) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 13 years of experience in the finance industry.
Leonard Cannon (CRD# 4843894) is an Investment Advisor Representative working at Cuso Financial Services, LP in Lunenburg, MA and has over 19 years of experience in the finance industry.