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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
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.
Robert Berman (CRD# 5499720) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wellesley, MA and has over 15 years of experience in the finance industry.
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.
Michael Bernier (CRD# 6251202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashua, NH and has over 9 years of experience in the finance industry.
Stephen Berube (CRD# 5321092) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 14 years of experience in the finance industry.
James Bianchi (CRD# 2251563) is an Investment Advisor Representative working at Lpl Financial LLC in Boston, MA and has over 31 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.
Michael Bishop (CRD# 5501730) 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.
Georgi Bivolarski (CRD# 4784317) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has over 7 years of experience in the finance industry. Georgi Bivolarski 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.
Stephanie Blain (CRD# 4405080) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 20 years of experience in the finance industry.