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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
Thomas Bartholomew (CRD# 704349) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 37 years of experience in the finance industry.
Anthony Bartlett (CRD# 2146228) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 32 years of experience in the finance industry.
Soraya Batista-Garcia (CRD# 2882038) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 26 years of experience in the finance industry.
Michael Baum (CRD# 5582283) is an Investment Advisor Representative working at Commonwealth Financial Network in Pomfret Center, CT and has over 13 years of experience in the finance industry. Michael Baum 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.
James Beaulieu (CRD# 1914268) is an Investment Advisor Representative working at Beaulieu & Associates, LLC in Somers, CT and has over 29 years of experience in the finance industry.
Jeffrey Begley (CRD# 2829259) is an Investment Advisor Representative working at Avantax Advisory Services in Palmer, MA and has over 27 years of experience in the finance industry.
Ronald Bell (CRD# 1029733) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 42 years of experience in the finance industry.
Wendy Jo Bellerive (CRD# 1312102) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 26 years of experience in the finance industry. Wendy Jo Bellerive 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.
Samuel Belsito (CRD# 3247530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vernon, CT and has over 24 years of experience in the finance industry. Samuel Belsito 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.
Margaret Benison (CRD# 1577461) is an Investment Advisor Representative working at Commonwealth Financial Network in Northborough, MA and has over 37 years of experience in the finance industry.