-
Distance Only Mansfield, MA
-
COMPENSATION Either
-
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
Henry Roy (CRD# 2552759) is an Investment Advisor Representative working at Wells Fargo Advisors in Mansfield, MA and has over 29 years of experience in the finance industry. Henry Roy 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.
Anthony Salotto (CRD# 5756043) is an Investment Advisor Representative working at Delphinus Financial Advisors, LLC in Mansfield, MA and has over 14 years of experience in the finance industry. Anthony Salotto 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.
Andrew Blacker (CRD# 7868686) is an Investment Advisor Representative working at Delphinus Financial Advisors, LLC in Mansfield, MA and has 1 year of experience in the finance industry.
Paul Davis (CRD# 6976518) is an Investment Advisor Representative working at Lpl Financial LLC in Mansfield, MA and has over 4 years of experience in the finance industry.
Karen Harting (CRD# 1239527) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Mansfield, MA and has over 39 years of experience in the finance industry.
Kristen Heller (CRD# 7265430) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mansfield, MA and has over 3 years of experience in the finance industry.
Katerina Lubonja (CRD# 6063256) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mansfield, MA and has over 2 years of experience in the finance industry.
Brian McDonald (CRD# 6847989) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Mansfield, MA and has over 5 years of experience in the finance industry.
Matthew Petteys (CRD# 5789234) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Mansfield, MA and has over 9 years of experience in the finance industry.