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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
Anthony Bartlett (CRD# 2146228) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 32 years of experience in the finance industry.
Soraya Batista-Garcia (CRD# 2882038) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 26 years of experience in the finance industry.
Michael Baum (CRD# 5582283) is an Investment Advisor Representative working at Commonwealth Financial Network in Pomfret Center, CT and has over 13 years of experience in the finance industry. Michael Baum 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.
Alex Beauregard (CRD# 6542075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 8 years of experience in the finance industry.
Michelle Beausejour (CRD# 2257094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 31 years of experience in the finance industry.
Nathan Beauvais (CRD# 6405123) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 8 years of experience in the finance industry. Nathan Beauvais 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.
Steven Beauvais (CRD# 706078) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 43 years of experience in the finance industry.
Jeffrey Begley (CRD# 2829259) is an Investment Advisor Representative working at Avantax Advisory Services in Palmer, MA and has over 27 years of experience in the finance industry.
Alan Bell (CRD# 5533825) is an Investment Advisor Representative working at Edward Jones in Littleton, MA and has over 15 years of experience in the finance industry.
Ronald Bell (CRD# 1029733) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 42 years of experience in the finance industry.