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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
Zeid Basyouni (CRD# 6929792) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, MA and has over 5 years of experience in the finance industry.
David Batchelder (CRD# 4451296) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 24 years of experience in the finance industry. David Batchelder 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.
Andrew Batey (CRD# 5372098) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salem, NH and has over 16 years of experience in the finance industry.
Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 7 years of experience in the finance industry. Rachael Bator 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Chad Battaglia (CRD# 3085781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 25 years of experience in the finance industry.
Richard Batten (CRD# 872865) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Danvers, MA and has over 39 years of experience in the finance industry.
Matthew Bausch (CRD# 5741393) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, MA and has over 5 years of experience in the finance industry.
Paula Baxley (CRD# 6762319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portsmouth, NH and has over 6 years of experience in the finance industry.
Stephen Beam (CRD# 2192544) is an Investment Advisor Representative working at Stonex Advisors Inc. in Woburn, MA and has over 32 years of experience in the finance industry.
Emma Bean (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 10 years of experience in the finance industry. Emma Bean 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.