-
Distance Metro area (25 miles)
-
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
Karen Stone (CRD# 5009976) is an Investment Advisor Representative working at Edward Jones in Wolfeboro Falls, NH and has over 13 years of experience in the finance industry.
Devon Sullivan (CRD# 6075181) is an Investment Advisor Representative working at Edward Jones in Meredith, NH and has over 6 years of experience in the finance industry.
William Sullivan (CRD# 2955817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, NH and has over 26 years of experience in the finance industry.
Debra Swanson (CRD# 4331576) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, NH and has over 9 years of experience in the finance industry.
Cassandra Sweatt (CRD# 5255876) is an Investment Advisor Representative working at Primerica Advisors in Concord, NH and has over 17 years of experience in the finance industry.
Kathleen Sweeney (CRD# 4897105) is an Investment Advisor Representative working at Lpl Financial LLC in Center Harbor, NH and has over 19 years of experience in the finance industry.
Nicholas Trudel (CRD# 6738513) is an Investment Advisor Representative working at Edward Jones in Gilford, NH and has over 7 years of experience in the finance industry.
Sidney Tyner (CRD# 1469356) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Concord, NH and has over 37 years of experience in the finance industry.
Ronald Valpey (CRD# 3220507) is an Investment Advisor Representative working at Valpey Financial Services LLC in Concord, NH and has over 17 years of experience in the finance industry. Ronald Valpey 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 Ventura (CRD# 2273875) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Franklin, NH and has over 31 years of experience in the finance industry.