-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Shawn McKeen (CRD# 5652188) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 14 years of experience in the finance industry.
Margaret McNabb (CRD# 727569) is an Investment Advisor Representative working at Portfoliosboston in Dennis, MA and has over 43 years of experience in the finance industry. Margaret McNabb 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.
Brian McNamara (CRD# 1212130) is an Investment Advisor Representative working at Citizens Securities, Inc. in Sandwich, MA and has over 40 years of experience in the finance industry.
Paul Miller (CRD# 1992783) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 34 years of experience in the finance industry.
Kurt Mogilnicki (CRD# 6533862) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Barnstable, MA and has over 8 years of experience in the finance industry.
Herbert Montgomery (CRD# 4013578) is an Investment Advisor Representative working at The Montgomery Financial Group, Inc. in Orleans, MA and has over 24 years of experience in the finance industry. Herbert Montgomery 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.
Daniel Moraes (CRD# 5932071) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 12 years of experience in the finance industry.
Emily Mullane (CRD# 6320262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 9 years of experience in the finance industry.
Coral Murphy (CRD# 3145896) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 24 years of experience in the finance industry.