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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
Charles Sears (CRD# 4394769) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Worcester, MA and has over 21 years of experience in the finance industry.
Christopher Sharry (CRD# 6461503) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Worcester, MA and has over 9 years of experience in the finance industry. Christopher Sharry 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.
Edward Sherr (CRD# 1919845) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 35 years of experience in the finance industry.
Gary Sherr (CRD# 1391071) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 38 years of experience in the finance industry.
Matthew Shiely (CRD# 4441059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 22 years of experience in the finance industry.
John Shoro (CRD# 4446965) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Worcester, MA and has over 22 years of experience in the finance industry.
Jennifer Simes (CRD# 3155428) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 16 years of experience in the finance industry. Jennifer Simes 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.
David Smith (CRD# 4268286) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 23 years of experience in the finance industry.
John St Marie (CRD# 1288990) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 27 years of experience in the finance industry.
Joseph Stolberg (CRD# 5152887) is an Investment Advisor Representative working at Seb Financial Services, LLC in Worcester, MA and has 1 year of experience in the finance industry.