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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
Janelle Coulman (CRD# 4820452) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. Janelle Coulman 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.
Shaun Cour (CRD# 6365753) is an Investment Advisor Representative working at Avantax Advisory Services in Coventry, CT and has over 9 years of experience in the finance industry.
Paul Couture (CRD# 849779) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Millbury, MA and has over 35 years of experience in the finance industry.
Oliver Cragan (CRD# 6261148) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Worcester, MA and has over 9 years of experience in the finance industry. Oliver Cragan 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.
Steven Crespo (CRD# 5993678) is an Investment Advisor Representative working at Edward Jones in Ludlow, MA and has over 12 years of experience in the finance industry.
Michael Crotty (CRD# 4484252) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Millbury, MA and has over 22 years of experience in the finance industry.
Carol Crowley (CRD# 6166390) is an Investment Advisor Representative working at Edward Jones in Northborough, MA and has over 11 years of experience in the finance industry.
Thomas Curran (CRD# 1852454) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 35 years of experience in the finance industry.
James Cushman (CRD# 1877342) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 27 years of experience in the finance industry.