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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
Matthew Biggar (CRD# 4506461) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 21 years of experience in the finance industry. Matthew Biggar 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.
Joanna Bishop (CRD# 2686294) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in South Easton, MA and has over 28 years of experience in the finance industry.
Mars Bishop (CRD# 1992757) is an Investment Advisor Representative working at Blue Fin Capital, Inc. in Providence, RI and has over 34 years of experience in the finance industry.
Michael Bishop (CRD# 5501730) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.
Stephanie Blain (CRD# 4405080) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 20 years of experience in the finance industry.
Erin Blanchard (CRD# 5687050) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 14 years of experience in the finance industry.
Jillian Blanchard (CRD# 4969491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 13 years of experience in the finance industry.
John Blanchard (CRD# 2496524) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 29 years of experience in the finance industry.
Richard Blasdale (CRD# 4771558) is an Investment Advisor Representative working at Seamark Financial Services, Inc. in Mattapoisett, MA and has 1 year of experience in the finance industry. Richard Blasdale 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.
Melissa Boccaci (CRD# 4555001) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 21 years of experience in the finance industry. Melissa Boccaci 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.