-
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
Taryn Mentink (CRD# 5693160) is an Investment Advisor Representative working at Citizens Securities, Inc. in Norwell, MA and has over 14 years of experience in the finance industry.
Mary Montanari (CRD# 4876073) is an Investment Advisor Representative working at Montanari Financial Advisors Inc. in Norwell, MA and has 1 year of experience in the finance industry. Mary Montanari 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.
Patrick Murray (CRD# 5616562) is an Investment Advisor Representative working at Lpl Financial LLC in Norwell, MA and has over 15 years of experience in the finance industry.
Philip Noonan (CRD# 2052924) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 28 years of experience in the finance industry.
William Noonan (CRD# 2305282) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 31 years of experience in the finance industry.
Douglas Orifice (CRD# 3190180) is an Investment Advisor Representative working at Lpl Financial LLC in Norwell, MA and has over 25 years of experience in the finance industry.
Henry Perazzelli (CRD# 5911714) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 11 years of experience in the finance industry. Henry Perazzelli 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.
Marc Perrault (CRD# 5155899) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 17 years of experience in the finance industry.
James Pierotti (CRD# 4963159) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Norwell, MA and has over 18 years of experience in the finance industry.
Henry Place (CRD# 5862403) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has 1 year of experience in the finance industry.