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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
Dorothy Cole (CRD# 1805463) is an Investment Advisor Representative working at Dorothy J. Cole in Merrimack, NH and has 1 year of experience in the finance industry. Dorothy Cole 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.
Anthony Coletti (CRD# 2653855) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 28 years of experience in the finance industry.
Mark Collier (CRD# 5487204) is an Investment Advisor Representative working at Edward Jones in Townsend, MA and has over 15 years of experience in the finance industry.
Gayle Colman (CRD# 1397812) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 38 years of experience in the finance industry. Gayle Colman 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 Colman (CRD# 4624978) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 9 years of experience in the finance industry.
Brian Coneeny (CRD# 3039091) is an Investment Advisor Representative working at Commonwealth Financial Network in Nashua, NH and has over 25 years of experience in the finance industry. Brian Coneeny 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.
Allison Conlon (CRD# 5072510) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boxborough, MA and has over 15 years of experience in the finance industry. Allison Conlon 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.
Louis Conrad (CRD# 4770097) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Ayer, MA and has 1 year of experience in the finance industry.
Brian Conway (CRD# 4606233) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Merrimack, NH and has over 21 years of experience in the finance industry. Brian Conway 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.
Diane Conway (CRD# 4704697) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milford, NH and has over 20 years of experience in the finance industry.