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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
Patrick Belniak (CRD# 5665970) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 14 years of experience in the finance industry.
Amine Benali (CRD# 2895791) is an Investment Advisor Representative working at Westland Gate Capital, LLC in Holliston, MA and has 1 year of experience in the finance industry.
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.
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.
Robert Benoit (CRD# 5264748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.
Mark Bentley (CRD# 1539912) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lincoln, MA and has over 30 years of experience in the finance industry.
Thomas Berard (CRD# 2854044) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 27 years of experience in the finance industry.
Jeanine M. Beratta (CRD# 4234477) is an Investment Advisor Representative working at Lpl Financial LLC in Marlborough, MA and has over 23 years of experience in the finance industry.
Peter Berenson (CRD# 2854214) is an Investment Advisor Representative working at Cpasset Management, Inc. in Newton, MA and has over 27 years of experience in the finance industry.
Marc Berman (CRD# 3088816) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 25 years of experience in the finance industry. Marc Berman 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.