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Distance Only Salem, MA
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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
Reggie Peral (CRD# 6991790) is an Investment Advisor Representative working at Lpl Financial LLC in Salem, MA and has over 5 years of experience in the finance industry.
Jeffrey Peras (CRD# 1360750) is an Investment Advisor Representative working at Bolton Global Asset Management in Salem, MA and has over 38 years of experience in the finance industry.
William Rabbitt (CRD# 5593227) is an Investment Advisor Representative working at Cfs Financial, LLC in Salem, MA and has over 9 years of experience in the finance industry.
William Ryan (CRD# 4291250) is an Investment Advisor Representative working at Commonwealth Financial Network in Salem, MA and has over 23 years of experience in the finance industry.
Matthew Sachar (CRD# 4181052) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salem, MA and has over 23 years of experience in the finance industry. Matthew Sachar 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 Stevens (CRD# 2814038) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 26 years of experience in the finance industry. Gregory Stevens 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.
Tyler Swaim (CRD# 6416539) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 5 years of experience in the finance industry.
Brian Tuttle (CRD# 1482836) is an Investment Advisor Representative working at Lpl Financial LLC in Salem, MA and has over 37 years of experience in the finance industry.
Thomas Vautin (CRD# 5155570) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has 1 year of experience in the finance industry. Thomas Vautin 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.
Amy Witherbee (CRD# 6227773) is an Investment Advisor Representative working at Revolution Capital, Inc. in Salem, MA and has over 10 years of experience in the finance industry.