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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
Ronald Cook (CRD# 6354655) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Plainville, MA and has over 9 years of experience in the finance industry.
Stephen Doucette (CRD# 4517245) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainville, MA and has over 21 years of experience in the finance industry.
Kelly Fox (CRD# 2341514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plainville, MA and has over 30 years of experience in the finance industry. Kelly Fox 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 Kerrigan (CRD# 5923980) is an Investment Advisor Representative working at Edward Jones in Plainville, MA and has over 12 years of experience in the finance industry.
Ryan Nelson (CRD# 5142033) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainville, MA and has over 16 years of experience in the finance industry.
Joshua Procaccini (CRD# 4802584) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Plainville, MA and has over 19 years of experience in the finance industry.
David Santoro (CRD# 1779171) is an Investment Advisor Representative working at Commonwealth Financial Network in Plainville, MA and has over 15 years of experience in the finance industry. David Santoro 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.
Ronald Ware (CRD# 2890813) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Plainville, MA and has over 26 years of experience in the finance industry. Ronald Ware 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.
Gregory Safford (CRD# 7834285) is an Investment Advisor Representative working at Edward Jones in Plainville, MA and has 1 year of experience in the finance industry.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.