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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
Peter Gaines (CRD# 710248) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chatham, MA and has over 43 years of experience in the finance industry.
Brian Gardiner (CRD# 4009249) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 24 years of experience in the finance industry.
Michael Garrison (CRD# 3214538) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Centerville, MA and has over 13 years of experience in the finance industry. Michael Garrison 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.
John Geffert (CRD# 6115212) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 11 years of experience in the finance industry.
Mark Gianno (CRD# 2581364) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hyannis, MA and has over 29 years of experience in the finance industry. Mark Gianno 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.
Charles Gilbert (CRD# 2764825) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth, MA and has over 27 years of experience in the finance industry.
Michael Green (CRD# 1141165) is an Investment Advisor Representative working at Tga Capital Management in Plymouth, MA and has over 40 years of experience in the finance industry.
Derek Gregoire (CRD# 6384801) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Vincent Grenier (CRD# 2663856) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, MA and has over 28 years of experience in the finance industry. Vincent Grenier 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.
Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 10 years of experience in the finance industry. Kelli Grew 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.