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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
Richard Pelletier (CRD# 4024660) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 20 years of experience in the finance industry.
John Perkins (CRD# 4634709) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Leeds, MA and has over 21 years of experience in the finance industry. John Perkins 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.
David Petruzzelli (CRD# 2034742) is an Investment Advisor Representative working at Lpl Financial LLC in Longmeadow, MA and has over 34 years of experience in the finance industry.
Sean Pettengill (CRD# 6216902) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Hadley, MA and has over 10 years of experience in the finance industry.
Richard Pinkos (CRD# 1160747) is an Investment Advisor Representative working at Eagle Strategies LLC in Chicopee, MA and has over 37 years of experience in the finance industry.
Wayne Proulx (CRD# 2640894) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Belchertown, MA and has over 28 years of experience in the finance industry. Wayne Proulx 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.
Robert Pryor (CRD# 6698092) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 7 years of experience in the finance industry. Robert Pryor 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.
Nicholas Pucel (CRD# 6636210) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Belchertown, MA and has over 8 years of experience in the finance industry.
Matthew Ramon (CRD# 6528124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Deerfield, MA and has over 17 years of experience in the finance industry.
Lisa Rancourt (CRD# 4595422) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Agawam, MA and has over 21 years of experience in the finance industry.