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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
Michael Lopes (CRD# 6724706) is an Investment Advisor Representative working at Estuary Financial LLC in North Falmouth, MA and has 1 year of experience in the finance industry.
Laurence Lutvak (CRD# 6380499) is an Investment Advisor Representative working at Edward Jones in New Bedford, MA and has over 7 years of experience in the finance industry.
Jeffrey Maciejowski (CRD# 2332916) is an Investment Advisor Representative working at Santander Securities in Boston, MA and has over 17 years of experience in the finance industry.
Andrew Macken (CRD# 2417288) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 30 years of experience in the finance industry.
Thomas Madden (CRD# 3016309) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 26 years of experience in the finance industry.
Albert Makkay (CRD# 1533907) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 20 years of experience in the finance industry. Albert Makkay 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.
Michael Marchese (CRD# 3102803) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 25 years of experience in the finance industry. Michael Marchese 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.
Jeffrey Marcus (CRD# 1313563) is an Investment Advisor Representative working at Turning Point Analytics, LLC in East Sandwich, MA and has over 11 years of experience in the finance industry.
Robert Martin (CRD# 1370404) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hyannis, MA and has over 32 years of experience in the finance industry.
William Marvel (CRD# 2301461) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 22 years of experience in the finance industry.