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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
Vincent Ring (CRD# 1860335) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 31 years of experience in the finance industry. Vincent Ring 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.
Lisa Roberts (CRD# 1181025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eastham, MA and has over 21 years of experience in the finance industry.
Sarah Robinson (CRD# 4443947) is an Investment Advisor Representative working at Avantax Advisory Services in Brewster, MA and has over 22 years of experience in the finance industry. Sarah Robinson 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 Roman (CRD# 6281414) is an Investment Advisor Representative working at Roman Retirement Planning, LLC in Mashpee, MA and has over 10 years of experience in the finance industry. Susan Roman 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.
Maura Ryan (CRD# 1291998) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry.
Thomas Ryder (CRD# 408411) is an Investment Advisor Representative working at Tga Capital Management in Hyannis, MA and has over 38 years of experience in the finance industry.
Robert Santos (CRD# 5006833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 18 years of experience in the finance industry.
Jayne Scanlon (CRD# 2566984) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 24 years of experience in the finance industry. Jayne Scanlon 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 Schiffenhaus (CRD# 4035278) is an Investment Advisor Representative working at Long Point Wealth Management, LLC in Wellfleet, MA and has over 18 years of experience in the finance industry. Mark Schiffenhaus 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.
Jason Schlesinger (CRD# 2967765) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chatham, MA and has over 26 years of experience in the finance industry.