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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
Matthew Ramon (CRD# 6528124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Deerfield, MA and has over 17 years of experience in the finance industry.
Francis Sobieski (CRD# 6003326) is an Investment Advisor Representative working at Avantax Advisory Services in South Deerfield, MA and has over 12 years of experience in the finance industry.
Danielle Accardi (CRD# 4385290) is an Investment Advisor Representative working at Lpl Financial LLC in Wilbraham, MA and has over 9 years of experience in the finance industry.
Glenn Allan (CRD# 2355947) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 30 years of experience in the finance industry.
Heather Ankstitus (CRD# 5602794) is an Investment Advisor Representative working at United Capital Financial Advisors in Holyoke, MA and has over 10 years of experience in the finance industry.
Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Northampton, MA and has over 13 years of experience in the finance industry.
Harriett Barnes (CRD# 3219908) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 24 years of experience in the finance industry.
Andrew Beaudry (CRD# 1982302) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Hadley, MA and has over 34 years of experience in the finance industry. Andrew Beaudry 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.
Jeffrey Begley (CRD# 2829259) is an Investment Advisor Representative working at Avantax Advisory Services in Palmer, MA and has over 27 years of experience in the finance industry.
Patricia Belanger (CRD# 4253337) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Hadley, MA and has over 23 years of experience in the finance industry.