-
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
Paul Probolus (CRD# 2249965) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 31 years of experience in the finance industry.
Barbara Reed (CRD# 5615575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chatham, MA and has over 13 years of experience in the finance industry.
Jane Ricardi (CRD# 3073901) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plymouth, MA and has over 25 years of experience in the finance industry. Jane Ricardi 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.
Robert Rice (CRD# 4750422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 20 years of experience in the finance industry.
Jeffrey Richards (CRD# 3113463) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Centerville, MA and has over 25 years of experience in the finance industry.
Vincent Ring (CRD# 1860335) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 31 years of experience in the finance industry. Vincent Ring 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.
Lisa Roberts (CRD# 1181025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eastham, MA and has over 21 years of experience in the finance industry.
Sarah Robinson (CRD# 4443947) is an Investment Advisor Representative working at Avantax Advisory Services in Brewster, MA and has over 22 years of experience in the finance industry. Sarah Robinson 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.
Susan Roman (CRD# 6281414) is an Investment Advisor Representative working at Roman Retirement Planning, LLC in Mashpee, MA and has over 10 years of experience in the finance industry. Susan Roman 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.
Richard Rossomando (CRD# 2964885) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sandwich, MA and has over 26 years of experience in the finance industry.