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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
Keith Blanchette (CRD# 5152892) is an Investment Advisor Representative working at Seb Financial Services, LLC in Worcester, MA and has 1 year of experience in the finance industry.
Jonathan Bloom (CRD# 4816182) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 17 years of experience in the finance industry. Jonathan Bloom 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.
Melissa Boccaci (CRD# 4555001) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 21 years of experience in the finance industry. Melissa Boccaci 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.
Mark Boccuzzi (CRD# 4339783) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 22 years of experience in the finance industry.
Irene Bock (CRD# 3048782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 25 years of experience in the finance industry.
James Bode (CRD# 4723885) is an Investment Advisor Representative working at Beck Bode LLC in Dedham, MA and has over 20 years of experience in the finance industry.
Robert Bodio (CRD# 2937621) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 26 years of experience in the finance industry.
Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lincoln, RI and has over 37 years of experience in the finance industry.
Matthew Boehm (CRD# 3242506) is an Investment Advisor Representative working at Lpl Financial LLC in Framingham, MA and has over 24 years of experience in the finance industry.
David Bogosian (CRD# 2551263) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 29 years of experience in the finance industry.