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Distance Only Wakefield, MA
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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
Joyce Clouthier (CRD# 6551158) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 8 years of experience in the finance industry.
Dallas Coffman (CRD# 706457) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, MA and has over 43 years of experience in the finance industry. Dallas Coffman 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.
Erick Colon (CRD# 6231121) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Wakefield, MA and has over 10 years of experience in the finance industry.
James Connors (CRD# 1517220) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wakefield, MA and has over 37 years of experience in the finance industry.
Michael Dalton (CRD# 5701309) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has over 10 years of experience in the finance industry. Michael Dalton 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.
Joseph Davies (CRD# 4976023) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has over 16 years of experience in the finance industry. Joseph Davies 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.
Arthur Debenedictis (CRD# 3172173) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Wakefield, MA and has over 24 years of experience in the finance industry.
Kenneth Der (CRD# 4610481) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wakefield, MA and has over 21 years of experience in the finance industry. Kenneth Der 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 Dibacco (CRD# 6058630) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 11 years of experience in the finance industry. Michael Dibacco 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.
Ara Diloyan (CRD# 6301644) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 9 years of experience in the finance industry. Ara Diloyan 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.