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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
John Bresnehan (CRD# 4492717) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 22 years of experience in the finance industry.
Gregory Breton (CRD# 6306781) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 6 years of experience in the finance industry.
James Bricker (CRD# 4770412) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 20 years of experience in the finance industry.
Jonathan Bridgman (CRD# 6125750) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 11 years of experience in the finance industry.
Harold Briggs (CRD# 4404074) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Lincoln, RI and has over 22 years of experience in the finance industry. Harold Briggs 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.
Mary Brimer (CRD# 4852991) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 19 years of experience in the finance industry.
Eric Brisebois (CRD# 4160820) is an Investment Advisor Representative working at Eagle Strategies LLC in Westborough, MA and has over 24 years of experience in the finance industry.
Jared Brock, CFP® (CRD# 5452396) is an Investment Advisor Representative / Financial Planner working at Bearing Point Wealth Partners, a Fee-Only Fiduciary Financial Planning & Tax Prep firm in Hampton, NH. Jared has over 15 years of experience in the finance industry.
David Brodsky (CRD# 4409756) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 22 years of experience in the finance industry.
Sandra Bromfield (CRD# 1280878) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 40 years of experience in the finance industry. Sandra Bromfield 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.