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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
Soraya Batista-Garcia (CRD# 2882038) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 26 years of experience in the finance industry.
Warren Baum (CRD# 2263581) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in North Billerica, MA and has over 31 years of experience in the finance industry.
Eric Bazil (CRD# 2084499) is an Investment Advisor Representative working at Phoenix International Investments LLC in Nashua, NH and has over 20 years of experience in the finance industry.
Michelle Beausejour (CRD# 2257094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 31 years of experience in the finance industry.
Michael Beck (CRD# 2746928) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NH and has over 27 years of experience in the finance industry. Michael Beck 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.
Theresa Bedard (CRD# 5193942) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boston, MA and has over 10 years of experience in the finance industry.
Alan Bell (CRD# 5533825) is an Investment Advisor Representative working at Edward Jones in Littleton, MA and has over 15 years of experience in the finance industry.
Ronald Bell (CRD# 1029733) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 42 years of experience in the finance industry.
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.
Barry Bellwood (CRD# 1333474) is an Investment Advisor Representative working at Primerica Advisors in Leominster, MA and has over 39 years of experience in the finance industry.