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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
Robert Clary (CRD# 841187) is an Investment Advisor Representative working at Clary Financial, Inc. in South Easton, MA and has over 39 years of experience in the finance industry.
Katherine Cleary (CRD# 6697549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 7 years of experience in the finance industry.
Matthew Clifford (CRD# 6751937) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 6 years of experience in the finance industry.
Robert Clower (CRD# 2179638) is an Investment Advisor Representative working at Lpl Financial LLC in Mashpee, MA and has over 32 years of experience in the finance industry.
Mary Angel Coelho (CRD# 1318101) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marion, MA and has over 38 years of experience in the finance industry. Mary Angel Coelho 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.
Dennis Coite (CRD# 6304594) is an Investment Advisor Representative working at Stonex Advisors Inc. in Norton, MA and has over 9 years of experience in the finance industry. Dennis Coite 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 Colella (CRD# 2168766) is an Investment Advisor Representative working at Snug Harbor Capital Management, LLC in Marshfield, MA and has over 32 years of experience in the finance industry.
Sean Condon (CRD# 4633520) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 21 years of experience in the finance industry. Sean Condon 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.
Thomas Condon (CRD# 3232970) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 24 years of experience in the finance industry.
John Cooney (CRD# 6747430) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 7 years of experience in the finance industry. John Cooney 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.