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Distance Only Hyannis, MA
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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
Christopher Fredo (CRD# 2794711) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 19 years of experience in the finance industry.
Brian Gardiner (CRD# 4009249) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 24 years of experience in the finance industry.
Mark Gianno (CRD# 2581364) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hyannis, MA and has over 29 years of experience in the finance industry. Mark Gianno 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.
Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 10 years of experience in the finance industry. Kelli Grew 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.
Henrik Gulmann (CRD# 4188802) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 17 years of experience in the finance industry.
Deborah Gwizd (CRD# 1200797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 36 years of experience in the finance industry.
Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she...
Lindsay Hixon (CRD# 5293745) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 16 years of experience in the finance industry.
Elizabeth Lacroix (CRD# 4388271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 20 years of experience in the finance industry.
Michael Marchese (CRD# 3102803) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 25 years of experience in the finance industry. Michael Marchese 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.