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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
Michael Lopes (CRD# 6724706) is an Investment Advisor Representative working at Estuary Financial LLC in North Falmouth, MA and has 1 year of experience in the finance industry.
Susan Lowry (CRD# 604115) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 37 years of experience in the finance industry.
Marci Lucier (CRD# 4170223) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.
Hunter Luke (CRD# 1348707) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Duxbury, MA and has over 38 years of experience in the finance industry.
Laurence Lutvak (CRD# 6380499) is an Investment Advisor Representative working at Edward Jones in New Bedford, MA and has over 7 years of experience in the finance industry.
Andrew Macken (CRD# 2417288) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 30 years of experience in the finance industry.
Thomas Madden (CRD# 3016309) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 26 years of experience in the finance industry.
Colleen Maimaron (CRD# 5620438) is an Investment Advisor Representative working at Commonwealth Financial Network in Duxbury, MA and has 1 year of experience in the finance industry.
Albert Makkay (CRD# 1533907) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 20 years of experience in the finance industry. Albert Makkay 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.
William Malagodi (CRD# 5588753) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.