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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
Nancy McGinty (CRD# 2550498) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 28 years of experience in the finance industry.
Ashley McHarrie (CRD# 5173874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 10 years of experience in the finance industry.
Christopher Menard (CRD# 6092770) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 10 years of experience in the finance industry.
Greg Miner (CRD# 4680011) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beverly, MA and has over 20 years of experience in the finance industry. Greg Miner 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.
Roland Ouimet (CRD# 831927) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Beverly, MA and has over 40 years of experience in the finance industry.
Jennifer Peterson (CRD# 6768637) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 6 years of experience in the finance industry.
Matthew Piaker (CRD# 4392140) is an Investment Advisor Representative working at Commonwealth Financial Network in Beverly, MA and has over 22 years of experience in the finance industry.
Carly Pinkham (CRD# 5896204) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 9 years of experience in the finance industry.
Ruzanna Queenan (CRD# 3126294) is an Investment Advisor Representative working at Queenvest in Beverly, MA and has over 6 years of experience in the finance industry.
Dawn Rimari (CRD# 4063813) is an Investment Advisor Representative working at Commonwealth Financial Network in Beverly, MA and has over 22 years of experience in the finance industry.