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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
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.
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.