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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
Thuy Berman (CRD# 5538482) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 13 years of experience in the finance industry.
George Bernet (CRD# 2269159) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 31 years of experience in the finance industry. George Bernet 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 Bernier (CRD# 4795649) is an Investment Advisor Representative working at Edward Jones in Worcester, MA and has over 19 years of experience in the finance industry.
Michael Bernier (CRD# 6251202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashua, NH and has over 9 years of experience in the finance industry.
William Berry (CRD# 5395827) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 16 years of experience in the finance industry. William Berry 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.
Stephen Berube (CRD# 5321092) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 15 years of experience in the finance industry.
Todd Bessey (CRD# 2562979) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 29 years of experience in the finance industry. Todd Bessey 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.
Spencer Betts (CRD# 4285560) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 23 years of experience in the finance industry. Spencer Betts 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.
Fermo Bianchi (CRD# 5792315) is an Investment Advisor Representative working at Fabco Investment Advisors, LLC in Newton Upper Falls, MA and has over 13 years of experience in the finance industry.
James Bianchi (CRD# 2251563) is an Investment Advisor Representative working at Lpl Financial LLC in Boston, MA and has over 31 years of experience in the finance industry.