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Distance Only Walpole, 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
Rachel Lauber (CRD# 3027895) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 10 years of experience in the finance industry. Rachel Lauber 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.
Stephen McCourt (CRD# 1069131) is an Investment Advisor Representative working at Prudential Financial Planning Services in Walpole, MA and has over 40 years of experience in the finance industry.
Michael Neben (CRD# 2444839) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 30 years of experience in the finance industry.
Susan Sareault (CRD# 1239853) is an Investment Advisor Representative working at Mml Investors Services, LLC in Walpole, MA and has over 39 years of experience in the finance industry. Susan Sareault 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.
Adam Seifert (CRD# 5485306) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 11 years of experience in the finance industry.
Gina Szigety (CRD# 5542293) is an Investment Advisor Representative working at Sound View Financial Advisors in Walpole, MA and has over 15 years of experience in the finance industry. Gina Szigety 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.