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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
Ekaterina Petrova (CRD# 6771181) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 6 years of experience in the finance industry.
Robert Rice (CRD# 4750422) 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.
Vincent Ring (CRD# 1860335) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 31 years of experience in the finance industry. Vincent Ring 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.
Thomas Ryder (CRD# 408411) is an Investment Advisor Representative working at Tga Capital Management in Hyannis, MA and has over 38 years of experience in the finance industry.
Robert Santos (CRD# 5006833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 18 years of experience in the finance industry.
William Scotti (CRD# 5055871) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 17 years of experience in the finance industry. William Scotti 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.
Brendan Sheehan (CRD# 4446896) is an Investment Advisor Representative working at Lpl Financial LLC in Hyannis, MA and has over 22 years of experience in the finance industry. Brendan Sheehan 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.
James Simpkins (CRD# 1899756) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 35 years of experience in the finance industry.
Gerald Swift (CRD# 868349) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 39 years of experience in the finance industry.