-
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
Laura Lake (CRD# 4520478) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 19 years of experience in the finance industry.
Peter Landry (CRD# 3027706) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 25 years of experience in the finance industry.
Paul Melanson (CRD# 2097470) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rockland, MA and has over 31 years of experience in the finance industry.
Paula Mogan (CRD# 4081813) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 24 years of experience in the finance industry.
Matthew Neville (CRD# 6359354) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 9 years of experience in the finance industry.
Therese Nicklas (CRD# 4410823) is an Investment Advisor Representative working at Four Ponds Financial Planning in Rockland, MA and has over 22 years of experience in the finance industry. Therese Nicklas 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 Oberuc (CRD# 1652957) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 12 years of experience in the finance industry.
Alex Oliver (CRD# 6558298) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has 3 years of experience in the finance industry. Alex has passed the exam to become a CERTIFIED FINANCIAL PLANNER™.
He graduated from UCLA’s Personal Financial Planning program, where pertinent coursework included: Income Taxation, Investments, Retirement Plans, Estate Planning, Insurance, and Financial Analysis.
Prior to joining First National Corporation, Alex graduated magna cum laude from the University of Maine with a Bachelor of Science degree in Finance and...
Barry Oneil (CRD# 1186926) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 40 years of experience in the finance industry.
Clark Page (CRD# 5143897) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 17 years of experience in the finance industry.