-
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
Wendy Jo Bellerive (CRD# 1312102) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 26 years of experience in the finance industry. Wendy Jo Bellerive 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.
Samuel Belsito (CRD# 3247530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vernon, CT and has over 24 years of experience in the finance industry. Samuel Belsito 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.
Margaret Benison (CRD# 1577461) is an Investment Advisor Representative working at Commonwealth Financial Network in Northborough, MA and has over 37 years of experience in the finance industry.
Christopher Benoit (CRD# 7058010) is an Investment Advisor Representative working at Cb Capital LLC in North Smithfield, RI and has over 5 years of experience in the finance industry. Christopher Benoit 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.
Joseph Benoit (CRD# 5204550) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 17 years of experience in the finance industry.
John Bernier (CRD# 1142327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstock, CT and has over 31 years of experience in the finance industry. John Bernier 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.
James Billman-Golemme (CRD# 3275529) is an Investment Advisor Representative working at Lpl Financial LLC in Westborough, MA and has over 24 years of experience in the finance industry.
Keith Blanchette (CRD# 5152892) is an Investment Advisor Representative working at Seb Financial Services, LLC in Worcester, MA and has 1 year of experience in the finance industry.
Jonathan Bloom (CRD# 4816182) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 17 years of experience in the finance industry. Jonathan Bloom 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.