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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
Richard Beaulieu (CRD# 1397175) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 38 years of experience in the finance industry.
Alex Beauregard (CRD# 6542075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 8 years of experience in the finance industry.
Michelle Beausejour (CRD# 2257094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 31 years of experience in the finance industry.
Nathan Beauvais (CRD# 6405123) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 8 years of experience in the finance industry. Nathan Beauvais 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.
Steven Beauvais (CRD# 706078) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 43 years of experience in the finance industry.
Alexander Beeber (CRD# 5652000) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 14 years of experience in the finance industry.
Roger Begin (CRD# 2477450) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has over 28 years of experience in the finance industry. Roger Begin 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 Begley (CRD# 2829259) is an Investment Advisor Representative working at Avantax Advisory Services in Palmer, MA and has over 27 years of experience in the finance industry.
Ronald Bell (CRD# 1029733) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 42 years of experience in the finance industry.
Wendy Jo Bellerive (CRD# 1312102) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 26 years of experience in the finance industry. Wendy Jo Bellerive 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.