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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
Deborah Mota (CRD# 4500805) is an Investment Advisor Representative working at Santander Securities in Swansea, MA and has over 22 years of experience in the finance industry.
Dana Norman (CRD# 2674346) is an Investment Advisor Representative working at Dana R. Norman in Swansea, MA and has over 28 years of experience in the finance industry.
Michael O'leary (CRD# 4520062) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Swansea, MA and has over 21 years of experience in the finance industry.
Steven Antunes (CRD# 5897151) is an Investment Advisor Representative working at Growthfocus Wealth Management LLC in Swansea, MA and has 1 year of experience in the finance industry. Steven Antunes 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.
Michael Aaronson (CRD# 4318531) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 24 years of experience in the finance industry.
Rebecca Abbatamarco-Boisclair (CRD# 4030542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland, RI and has over 24 years of experience in the finance industry.
Christopher Abbate (CRD# 6230536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 10 years of experience in the finance industry.
Joseph Abbate (CRD# 836683) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 39 years of experience in the finance industry.
Michael Abbood (CRD# 5430557) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 16 years of experience in the finance industry.
Thomas Abbood (CRD# 6335780) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 9 years of experience in the finance industry.