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Distance Only Concord, MA
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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
Ethan Freishtat (CRD# 4187648) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 23 years of experience in the finance industry. Ethan Freishtat 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.
Marcus Green (CRD# 5479554) is an Investment Advisor Representative working at Greenport Capital Advisors in Concord, MA and has over 16 years of experience in the finance industry.
Robert Green (CRD# 4151321) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 24 years of experience in the finance industry.
Peter Grose (CRD# 2122963) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 33 years of experience in the finance industry.
Kimball Halsey (CRD# 4650566) is an Investment Advisor Representative working at Radius Capital Management, LLC in Concord, MA and has over 20 years of experience in the finance industry.
Shawn Harrington (CRD# 4159172) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 22 years of experience in the finance industry.
John Harrison (CRD# 2129954) is an Investment Advisor Representative working at Aspire Financial Advisors, Inc. in Concord, MA and has over 33 years of experience in the finance industry. John Harrison 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.
Kevin Haskell (CRD# 2871920) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, MA and has over 27 years of experience in the finance industry.
Abbey Henderson (CRD# 3190203) is an Investment Advisor Representative working at Cwm, LLC in Concord, MA and has over 25 years of experience in the finance industry. Abbey Henderson 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.
Scott Holden (CRD# 1399975) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Concord, MA and has over 38 years of experience in the finance industry.