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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
Donna Clifford (CRD# 2525280) is an Investment Advisor Representative working at Vanderbilt Advisory Services in North Reading, MA and has over 29 years of experience in the finance industry.
William Clifford (CRD# 4134347) is an Investment Advisor Representative working at Hightower Advisors, LLC in Portsmouth, NH and has over 23 years of experience in the finance industry. William Clifford 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.
Jennifer Climo (CRD# 4632920) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has over 15 years of experience in the finance industry. Jennifer Climo 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 putclients' interests first and comply with the Financial Planning Practice...
Jacquelyn Cloutier (CRD# 6356231) is an Investment Advisor Representative working at Lpl Financial LLC in Nashua, NH and has over 5 years of experience in the finance industry.
John Clymer (CRD# 4741482) is an Investment Advisor Representative working at Citizens Securities, Inc. in Dover, NH and has over 20 years of experience in the finance industry.
Douglas Cobb (CRD# 4729745) is an Investment Advisor Representative working at Cobb Financial, LLC in Lee, NH and has over 20 years of experience in the finance industry. Douglas Cobb 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.
Kristian Coffey (CRD# 3127488) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, NH and has over 25 years of experience in the finance industry.
Dallas Coffman (CRD# 706457) is an Investment Advisor Representative working at Lpl Financial LLC in North Reading, MA and has over 44 years of experience in the finance industry. Dallas Coffman 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.
Daniel Cohen (CRD# 2414071) is an Investment Advisor Representative working at Cohen Investment Advisors, LLC in Bedford, NH and has over 30 years of experience in the finance industry. Daniel Cohen 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.
Laurence Cohen (CRD# 5666946) is an Investment Advisor Representative working at Laurence Financial Planning LLC in Danvers, MA and has over 15 years of experience in the finance industry. Laurence Cohen 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.