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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
Jack Yvars (CRD# 6377111) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Concord, NH and has over 7 years of experience in the finance industry.
Daryl Zerveskes (CRD# 4276160) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Canterbury, NH and has over 23 years of experience in the finance industry.
Sean Tole (CRD# 2775604) is a financial advisor with more than 25 years of experience in investment and retirement planning. He is a graduate of Fordham University in New York City with a B.S. degree in Business Administration and Finance. Sean has passed the FINRA Series 7, 63, 65, and NFA series 3 exams. Additionally, he holds Life and Health Insurance licenses.
Sean spent the last 20 years of his career representing several of the most respected investment management firms in the U.S. and Europe. With the comprehensive investment and capital markets knowledge he has honed over his career,...
Jennifer Rodriguez (CRD# 6157689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Concord, NH and has over 10 years of experience in the finance industry.
Joshua Allen (CRD# 6767997) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 3 years of experience in the finance industry.
Christy Alvord (CRD# 7223067) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ossipee, NH and has over 4 years of experience in the finance industry.
Sarah Anderson (CRD# 7115768) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 4 years of experience in the finance industry.
Rachel Ayotte (CRD# 6327162) is an Investment Advisor Representative working at Edward Jones in Concord, NH and has 1 year of experience in the finance industry.
Paola Bayne (CRD# 7366830) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Concord, NH and has over 2 years of experience in the finance industry.
Michael Bechtold (CRD# 7389689) is an Investment Advisor Representative working at Hager Investment Management Services, LLC in New London, NH and has over 2 years of experience in the finance industry.