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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
Christopher Melendy (CRD# 5089386) is an Investment Advisor Representative working at Primerica Advisors in Middleboro, MA and has over 18 years of experience in the finance industry.
Chad Mello (CRD# 5355726) is an Investment Advisor Representative working at Ccm Investment Management, LLC in New Bedford, MA and has over 15 years of experience in the finance industry.
Daniel Miele (CRD# 2555346) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshfield, MA and has over 20 years of experience in the finance industry.
Paul Miller (CRD# 1992783) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 34 years of experience in the finance industry.
Kurt Mogilnicki (CRD# 6533862) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Barnstable, MA and has over 8 years of experience in the finance industry.
Salvatore Mondello (CRD# 5996897) is an Investment Advisor Representative working at Avantax Advisory Services in Mattapoisett, MA and has over 12 years of experience in the finance industry.
Herbert Montgomery (CRD# 4013578) is an Investment Advisor Representative working at The Montgomery Financial Group, Inc. in Orleans, MA and has over 24 years of experience in the finance industry. Herbert Montgomery 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 Moraes (CRD# 5932071) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 12 years of experience in the finance industry.
James Morris (CRD# 705495) is an Investment Advisor Representative working at Fma Wealth Management, LLC in Duxbury, MA and has over 44 years of experience in the finance industry. James Morris 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.
Raymond Morris (CRD# 5737357) is an Investment Advisor Representative working at High Pines Wealth Management LLC in Duxbury, MA and has over 14 years of experience in the finance industry.