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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
Bernard Nugent (CRD# 6325525) is an Investment Advisor Representative working at Trust Advisory Group Ltd in South Yarmouth, MA and has over 9 years of experience in the finance industry.
Brendan O'keefe (CRD# 4069517) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Orleans, MA and has over 23 years of experience in the finance industry.
Frederick Palmer (CRD# 1767052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 36 years of experience in the finance industry.
Barry Paster (CRD# 2572318) is an Investment Advisor Representative working at Bridge Creek Capital Management LLC in West Barnstable, MA and has over 29 years of experience in the finance industry.
Dale Peatman (CRD# 359026) is an Investment Advisor Representative working at Mml Investors Services, LLC in South Yarmouth, MA and has over 32 years of experience in the finance industry.
William Perry (CRD# 2037680) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Osterville, MA and has over 34 years of experience in the finance industry.
Ekaterina Petrova (CRD# 6771181) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 6 years of experience in the finance industry.
Patrick Phelan (CRD# 6353573) is an Investment Advisor Representative working at Eagle Strategies LLC in Eastham, MA and has over 8 years of experience in the finance industry.
Calan Philbrook (CRD# 5732885) is an Investment Advisor Representative working at Edward Jones in Yarmouth Port, MA and has over 14 years of experience in the finance industry.
Bobbie Jo Pippin-Arndt (CRD# 4217524) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Chatham, MA and has over 23 years of experience in the finance industry.