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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
Charles Gilbert (CRD# 2764825) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth, MA and has over 27 years of experience in the finance industry.
Robert Gleason (CRD# 1803851) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingston, MA and has over 36 years of experience in the finance industry.
William Goldsmith (CRD# 2650649) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Middleborough, MA and has over 28 years of experience in the finance industry. William Goldsmith 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.
Michael Green (CRD# 1141165) is an Investment Advisor Representative working at Tga Capital Management in Plymouth, MA and has over 40 years of experience in the finance industry.
Derek Gregoire (CRD# 6384801) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
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.
Steven Griffith (CRD# 3111402) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mattapoisett, MA and has over 25 years of experience in the finance industry.
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.
George Hanscom (CRD# 5202073) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Plymouth, MA and has over 16 years of experience in the finance industry.