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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
Gretchen Snow (CRD# 6058711) is an Investment Advisor Representative working at Primerica Advisors in Swanzey, NH and has over 12 years of experience in the finance industry.
Matthew Snow (CRD# 4958793) is an Investment Advisor Representative working at Primerica Advisors in Swanzey, NH and has over 19 years of experience in the finance industry.
Michael Solari (CRD# 5702111) is an Investment Advisor Representative working at Solari Financial Planning, LLC in Goffstown, NH and has over 14 years of experience in the finance industry. Michael Solari 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.
Karyn Soroa (CRD# 5681318) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 10 years of experience in the finance industry.
Rafael Sotillo Aponte (CRD# 5113089) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 12 years of experience in the finance industry.
Stanley Starr (CRD# 1391920) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Lancaster, MA and has over 38 years of experience in the finance industry.
Robert Stepleman (CRD# 6249841) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 10 years of experience in the finance industry.
Alan Stroshine (CRD# 7024036) is an Investment Advisor Representative working at Edward Jones in Keene, NH and has over 5 years of experience in the finance industry.
Charles Sullivan (CRD# 4863871) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 19 years of experience in the finance industry. Charles Sullivan 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.
David Taylor (CRD# 4358025) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Sterling, MA and has 1 year of experience in the finance industry.