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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
Todd Leo (CRD# 2645108) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milford, NH and has over 28 years of experience in the finance industry.
Jedediah Liebert (CRD# 5469200) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 16 years of experience in the finance industry. Jedediah Liebert 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.
William Lindsey (CRD# 1172875) is an Investment Advisor Representative working at Swallow Farms Capital Management in Amherst, MA and has over 40 years of experience in the finance industry.
James Long (CRD# 5272485) is an Investment Advisor Representative working at Edward Jones in Peterborough, NH and has over 17 years of experience in the finance industry.
John Lumbard (CRD# 852824) is an Investment Advisor Representative working at Lumbard & Kellner, LLC in Hollis, NH and has over 34 years of experience in the finance industry.
John Macdougall (CRD# 1765400) is an Investment Advisor Representative working at Commonwealth Financial Network in Northfield, MA and has over 16 years of experience in the finance industry.
Joseph Macmunn (CRD# 2476207) is an Investment Advisor Representative working at Lifepro Asset Management in Hudson, MA and has over 30 years of experience in the finance industry.
Daphne Mahle (CRD# 4367277) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 19 years of experience in the finance industry.
Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 41 years of experience in the finance industry.
John Maliska (CRD# 6940241) is an Investment Advisor Representative working at Edward Jones in Westminster, MA and has over 5 years of experience in the finance industry.