-
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
Jerome Sullivan (CRD# 5222623) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wareham, MA and has over 17 years of experience in the finance industry.
Barry Wyman (CRD# 1597387) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wareham, MA and has over 37 years of experience in the finance industry. Barry Wyman 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.
Stephen Adams (CRD# 4676913) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Bridgewater, MA and has over 20 years of experience in the finance industry.
Joel Agus (CRD# 3201489) is an Investment Advisor Representative working at Commonwealth Financial Network in Sharon, MA and has over 24 years of experience in the finance industry.
Kevin Alcaro (CRD# 2010717) is an Investment Advisor Representative working at Lpl Financial LLC in Duxbury, MA and has over 33 years of experience in the finance industry.
Mark Alexander (CRD# 2677359) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vineyard Haven, MA and has over 28 years of experience in the finance industry.
Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 32 years of experience in the finance industry. Kathy Alves 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 Anderson (CRD# 6353257) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Kathleen Anderson (CRD# 1915639) is an Investment Advisor Representative working at Sage Wealth Advisors LLC in Marion, MA and has over 31 years of experience in the finance industry.
James Anthony (CRD# 5029299) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 18 years of experience in the finance industry.