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Distance Only Springfield, MA
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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
Natalie Connelly (CRD# 2723845) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MA and has over 27 years of experience in the finance industry.
James Convery (CRD# 2413972) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 28 years of experience in the finance industry.
Peter Cote (CRD# 2084062) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, MA and has over 30 years of experience in the finance industry. Peter Cote 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.
Martin Cunningham (CRD# 2252266) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Springfield, MA and has over 14 years of experience in the finance industry.
Simone Cunningham (CRD# 4346223) is an Investment Advisor Representative working at Mp Financial Services, LLC in Springfield, MA and has over 22 years of experience in the finance industry. Simone Cunningham 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.
Michael Curran (CRD# 4805255) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 16 years of experience in the finance industry.
Gabriel D'amica (CRD# 1585539) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 37 years of experience in the finance industry.
Carlos De Leon (CRD# 6231875) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, MA and has over 7 years of experience in the finance industry.
Lisa Decamp (CRD# 2609052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MA and has over 16 years of experience in the finance industry.
Gregg Desmarais (CRD# 6602147) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Springfield, MA and has over 7 years of experience in the finance industry.