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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
Susan Roman (CRD# 6281414) is an Investment Advisor Representative working at Roman Retirement Planning, LLC in Mashpee, MA and has over 10 years of experience in the finance industry. Susan Roman 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.
Richard Rossomando (CRD# 2964885) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sandwich, MA and has over 26 years of experience in the finance industry.
Paige Roth (CRD# 2428098) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 30 years of experience in the finance industry.
Susan Rourke (CRD# 4618942) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.
Kathryn Rowe (CRD# 6915324) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry. Kathryn Rowe 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.
Jerald Rubin (CRD# 1673485) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth, MA and has over 37 years of experience in the finance industry. Jerald Rubin 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.
Maura Ryan (CRD# 1291998) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry.
Thomas Ryder (CRD# 408411) is an Investment Advisor Representative working at Tga Capital Management in Hyannis, MA and has over 38 years of experience in the finance industry.
Russell Sadler (CRD# 4016597) is an Investment Advisor Representative working at Independent Financial Group, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.
Dylan Sage (CRD# 5894284) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 12 years of experience in the finance industry.