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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
Richard Beebe (CRD# 2974776) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 26 years of experience in the finance industry. Richard Beebe 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.
Richard Belofsky (CRD# 1489737) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 37 years of experience in the finance industry. Richard Belofsky 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.
Joshua Benet (CRD# 4623754) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 21 years of experience in the finance industry. Joshua Benet 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 Biggar (CRD# 4506461) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 21 years of experience in the finance industry. Matthew Biggar 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.
Samuel Bohmiller (CRD# 6339939) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 5 years of experience in the finance industry.
John Brady (CRD# 5995705) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 6 years of experience in the finance industry.
Debra Brede (CRD# 1174312) is an Investment Advisor Representative working at The Colony Group, LLC in Needham, MA and has over 40 years of experience in the finance industry.
James Bricker (CRD# 4770412) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 20 years of experience in the finance industry.
Darrell Brown (CRD# 2141311) is an Investment Advisor Representative working at Wells Fargo Advisors in Needham, MA and has over 31 years of experience in the finance industry.
Thomas Cahill (CRD# 4378268) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has 1 year of experience in the finance industry.