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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
Seth Smith (CRD# 4190714) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Barnstable, MA and has over 23 years of experience in the finance industry.
George Sonntag (CRD# 1394376) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, MA and has over 32 years of experience in the finance industry. George Sonntag 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.
Albert Stanton (CRD# 6353097) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandwich, MA and has over 9 years of experience in the finance industry.
Gerald Swift (CRD# 868349) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 39 years of experience in the finance industry.
Harold Tincher (CRD# 2321157) is an Investment Advisor Representative working at Wharton Financial Group in Sagamore Beach, MA and has over 30 years of experience in the finance industry.
Sean Todd (CRD# 2482921) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yarmouth Port, MA and has over 29 years of experience in the finance industry.
William Todd (CRD# 872051) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 42 years of experience in the finance industry.
Jordan Traub (CRD# 6425986) is an Investment Advisor Representative working at Commonwealth Financial Network in Orleans, MA and has over 7 years of experience in the finance industry.
John Tympanick (CRD# 3119767) is an Investment Advisor Representative working at Global Vision Financial Services in Sagamore Beach, MA and has over 25 years of experience in the finance industry.