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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
Edward Benz (CRD# 1577698) is an Investment Advisor Representative working at Commonwealth Financial Network in Orleans, MA and has over 31 years of experience in the finance industry.
Susan Lemieux (CRD# 4021364) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Orleans, MA and has over 10 years of experience in the finance industry.
Thomas McIntyre (CRD# 4343354) is an Investment Advisor Representative working at Mcintyre, Freedman & Flynn Investment Advisers, Inc. in Orleans, MA and has 1 year of experience in the finance industry.
Herbert Montgomery (CRD# 4013578) is an Investment Advisor Representative working at The Montgomery Financial Group, Inc. in Orleans, MA and has over 24 years of experience in the finance industry. Herbert Montgomery 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.
Brendan O'keefe (CRD# 4069517) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Orleans, MA and has over 23 years of experience in the finance industry.
Douglas Sivco (CRD# 2455824) is an Investment Advisor Representative working at Mcintyre, Freedman & Flynn Investment Advisers, Inc. in Orleans, MA and has over 29 years of experience in the finance industry.
Jordan Traub (CRD# 6425986) is an Investment Advisor Representative working at Commonwealth Financial Network in Orleans, MA and has over 7 years of experience in the finance industry.
Samuel Watson (CRD# 6063789) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Orleans, MA and has over 11 years of experience in the finance industry.
Igor Avelar (CRD# 7262373) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Orleans, MA and has over 3 years of experience in the finance industry.
Christian Pavlakis (CRD# 7428452) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Orleans, MA and has 1 year of experience in the finance industry.