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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
Michael Damon (CRD# 4501030) is an Investment Advisor Representative working at Eagle Strategies LLC in Medway, MA and has over 20 years of experience in the finance industry.
Geoffrey Dancey (CRD# 4744852) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has over 20 years of experience in the finance industry.
Jennifer Davidson (CRD# 5094729) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gardner, MA and has over 8 years of experience in the finance industry.
Jeffrey Davis (CRD# 2165596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ashland, MA and has over 32 years of experience in the finance industry.
Justin Davis (CRD# 5631607) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 15 years of experience in the finance industry. Justin Davis 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.
Matthew Davis (CRD# 4667592) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 20 years of experience in the finance industry.
Michael Davis (CRD# 6146249) is an Investment Advisor Representative working at Eagle Strategies LLC in Leominster, MA and has over 10 years of experience in the finance industry.
Agustin De Estrada (CRD# 4211492) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 22 years of experience in the finance industry.
Steven Deboth (CRD# 4459388) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry. Steven Deboth 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 Decaro (CRD# 4327489) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 19 years of experience in the finance industry.