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Distance Only Weymouth, MA
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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
Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 25 years of experience in the finance industry. Patrick Barrett 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.
Eric Dean (CRD# 6727781) is an Investment Advisor Representative working at Equitable Advisors, LLC in Weymouth, MA and has over 7 years of experience in the finance industry.
Tamara Melman (CRD# 3141847) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Weymouth, MA and has over 25 years of experience in the finance industry.
Joseph Barrett (CRD# 6111693) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 3 years of experience in the finance industry.
Ryan Gannon (CRD# 7410398) is an Investment Advisor Representative working at Saturna Capital Corporation in Weymouth, MA and has 1 year of experience in the finance industry.
Jeffrey Schreiber (CRD# 1092384) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 28 years of experience in the finance industry.
Raymond Sicard (CRD# 4138600) is an Investment Advisor Representative working at Facet in Weymouth, MA and has over 5 years of experience in the finance industry. Raymond Sicard 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 Walker (CRD# 7454008) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has 1 year of experience in the finance industry.