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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
Andrei Santos (CRD# 4763580) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 20 years of experience in the finance industry.
Brian Sawyer (CRD# 6460675) is an Investment Advisor Representative working at Larchmont Wealth Advisors in Lunenburg, MA and has over 9 years of experience in the finance industry.
Robert Seaman (CRD# 5088914) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keene, NH and has over 17 years of experience in the finance industry.
Eric Sechman (CRD# 5237126) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harvard, MA and has over 17 years of experience in the finance industry.
Richard Shrier (CRD# 721915) is an Investment Advisor Representative working at Shrier Associates, LLC in Clinton, MA and has over 43 years of experience in the finance industry.
Peter Simpson (CRD# 5135759) is an Investment Advisor Representative working at Cuso Financial Services in Fitchburg, MA and has over 18 years of experience in the finance industry.
Jerry Siver (CRD# 4388719) is an Investment Advisor Representative working at Siver Financial Services in Lancaster, MA and has over 23 years of experience in the finance industry.
George Slyman (CRD# 1460623) is an Investment Advisor Representative working at Lpl Financial LLC in New Ipswich, NH and has over 38 years of experience in the finance industry. George Slyman 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.
Jay Small (CRD# 2957470) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Shirley, MA and has over 26 years of experience in the finance industry.
Matthew Smith (CRD# 2830586) is an Investment Advisor Representative working at Lpl Financial LLC in Leominster, MA and has over 25 years of experience in the finance industry.